Big Tech investing: Strong fundamentals outweigh valuation concerns, portfolio manager says
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2024-07-23に共有
With major tech earnings on the horizon, Matt Stucky, Chief Portfolio Manager at Northwestern Mutual Wealth Management, advises keeping track of trends with positive outlooks for large-cap tech. Stucky mentions the ongoing health of advertising, noting that Alphabet (GOOGL) and Meta (META) have the opportunity to take advantage of the improving ad environment.
Stucky continues by discussing how strong fundamentals are more relevant in the short run, considering the upcoming earnings and their influence over the market. He concedes, "It's not until you start to see revision trends rollover, that’s where the valuation concerns really come into the investor mindset."
When asked about where investors should look to invest their money within tech, Stucky notes that he is not advising clients to blindly dump money into large-cap tech. Instead, he suggests keeping a long-term investment horizon while continuing to diversify their portfolio, using small-cap stocks as an example.
Switching gears to CrowdStrike (CRWD) and cybersecurity as a whole, Stucky explains the prominence of security as a cemented trend year after year. He uses the recent crash as an example of the necessity of IT resilience and the potential for further spending in the IT sector.
#news #youtube #BigTeh
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コメント (12)
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Bought NVDA66K after watching your video, super excited! 💰
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Your video convinced me to invest in NVDA66K, expecting 10x gains. Excited for listings!
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Being in the discord and starting trading is literally changing my life. I'm starting witha small $5,000 account but I got it up to $20,600 in one week! Not a lot of money but that's a big growth for me.🎉🎉🎉
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Thanks for sharing FET and NVDA66K. 💯
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NVDA66K is still extremely undervalued
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I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024.
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Hi Matt 😁
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Thanks for the insights! Bought NVDA66K, predicting big returns! 📈
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It's been 3 months since I started trading and all I can count are losses, despite learning with demo account I still make losses, is crypto trading really profitable? I'm starting to think that it's a myth.
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💖 Big thanks for the insights into FET and NVDA66K. Both seem like solid picks for the future 💖
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Thanks for the advice! Got NVDA66K, feeling bullish! 🚀
