What stands out to me is Trump’s portfolio shift from software into AI hardware, semis, EDA tools, and banks. It reinforces the market narrative moving toward AI infrastructure and capex beneficiaries like
$NVIDIA(NVDA)$ $Broadcom(AVGO)$ and
$Synopsys(SNPS)$ .
I get the logic, but I’m cautious about treating the disclosure itself as a signal. When capital flows and political visibility overlap, it can easily amplify short-term sentiment more than fundamentals. Still, it does highlight where attention and liquidity are concentrating right now.
On the market side, I think AI-driven EPS growth can still support the $S&P 500(.SPX)$ near term, but a Shiller P/E above 42 means valuations are getting stretched. I stay constructive on AI long term, but selective on entries here. The key risk for me is whether earnings can keep up with this level of narrative-driven pricing.
@TigerStars @Tiger_comments @TigerClub
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