Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

VIDEO: Many will expect the broader market to sell-off post NVDA EPS reaction (down) but we discuss the rationale for why this likely triggers a rotation

Please click below to view our Macro Minute (duration: 4:25)

Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off

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