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Hatem Dhiab from Gerber Kawasaki notes that the stock market rally is driven by reduced uncertainties post-election, with the Nasdaq rising by 5% and tech stocks by 7%. He highlights the significance of Nvidia's earnings, underlining its crucial role in the booming AI market.
Hatem states that anticipated Trump policies, such as tax cuts and less regulation, could boost M&A activity and favour the business environment. However, he cautions about potential tariffs, considering them a significant concern. The return of inflation is another risk that might arise from these policies.
Hatem expresses optimism towards Nvidia, suggesting that even if it misses expectations, the demand for GPUs should sustain its growth. Yet, a miss could unsettle the AI narrative. Overall, he believes Nvidia remains vital to the technology sector and the AI market.
