
Jessica Amir
@jessicadamir
Market Strategist seen/heard TV, Radio, online. Employed at trading platform, moomoo. Used by 24M people. Tencent backed. ABC, SBS, Fox, AFR, SMH contributor
ID: 292226717
http://linktr.ee/jessicaamir 03-05-2011 09:31:11
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As world markets invest more in AI we'll see a wave of infrastructure development. Nvidia, now the second most-valued company in the world, is just one key beneficiary as AI spend climbs to US$1.6 trillion by 2032 says Jessica Amir $GOOG $AMZN $AMD $AAPL $CSCO $MSFT $NVDA $SMH





Investor fear over US debt has caused a bond market rout, pushing up yields. A sell off spread to equities, and investors turned to 'safer' assets such as gold and Bitcoin (which hit a record). It's worth noting wheat also rallied, says Jessica Amir $IBIT $RGTI $GNC $ING


Three of Australia's big four banks remain a compelling case. They've always recovered from big market drops, with CommBank reaching new highs. And they have a stranglehold on the mortgage market. Jessica Amir explains why investors should consider them $CBA $ANZ $WBC $NAB

European, Canadian stocks rose overnight, near or at all-time highs. Australian stocks are up this morning and the US should follow tonight. They're driven by four trends likely to shape markets for the next decade, explains Jessica Amir $ATOM $EVN $ESTX $GDX $GMD $WAF $RRL


Nvidia delivered a market-beating quarterly report, driving its shares higher after market. Jessica Amir unpacks the results, tracing the powerful growth trajectory of this leading #artificialintelligence company. She says it's not a stock any investor should be ignoring $NVDA

Buoyed by US rate cut hope but confused by tariff court rulings, investors are focusing on high-value stocks. Nvidia may be one, rising 3.25% to now rival Microsoft as the world's valuable company, says Jessica Amir. Locally, the ASX dipped at open. $META $NVDA $DFND $MSFT