First Call
Update: 2025-08-10
Description
In this session, the speakers dissect market trends, particularly focusing on the S&P and high-profile stocks like NVIDIA (NVDA) and AMD (AMD). They note the significant closing premium for the S&P, suggesting potential market tops. The discussion also highlights the frothy conditions surrounding the "MAG seven" stocks, emphasizing that, while frothy, these aren't in bubble territory akin to past market crashes. A cautious view on the IPO market surfaces, with concerns about speculative trading driving rapid price changes.
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