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Not so long ago, Nvidia (Nvda) seemed unstoppable.
If the recent market problems and the withdrawal of Nvidia have declining investors, they should consider the situation as a whole, according to Lawrence “Larry” McDonald, founder of The report of bears traps.
“You can earn a lot of money by investing in power infrastructure games,” he told Yahoo Finance Executive Reditor Brian Sozzi For an episode of Opening offer Podcast (see the video above or listen to below).
He added that Nvidia forecasts include growth of 3 dollars of dollars and that copper has a brilliant future in terms of. “If you really listen, really Jensen (Huang) and the Nvidia gods, the only way they arrive at their growth trajectory is with much more copper.”
“If you look at copper or oil names, they are down 30, sometimes, 25% reduction on summits,” he said. “The future looks great for them because the configuration of the evaluation is so biased.”
McDonald is no stranger to help the average investor through turbulent market moments.
Among other things, the bear traps report aims to demystify the risk of political policy for investors and related investment strategies. McDonald is also the author of two books, including “How to Listen when Markets Speak” of 2024.
Many speculations and concerns had seized investors linked to Trump prices and their impact on technology. The markets responded accordingly.
Find out more: The latest news and updates on Trump’s prices
The increase in prices of 145% earlier this month on Chinese products allowed consumers to compete for the prices of stickers on articles such as iPhones. Meanwhile, Apple (Aapl)) would have stolen 2 billion dollars of India iPhones in March just before the first cycle of prices settled.
NVIDIA had to take a cost of $ 5.5 billion This week due to new restrictions on its exports from ia flea market to China.
In a note of April 10, Citi analyst Atif Malik Maintained a purchase note on NVIDIA, but lowered estimates “to align with our revised model of the CAPEX hyperscaler of + 35% / + 15% of expenses mainly reflecting the concerns of Microsoft CAPEX and a higher risk of break in corporate investments in the middle of uncertainty around the global economy because of the continuous trade war,” he wrote.
McDonald said that despite his interest in copper as a way to play AI, Nvidia remains ready for the greatness of AI. This can take a little so that the stock works higher again.
“You can earn a lot of money by investing in power infrastructure games,” he said.