Скачать или смотреть Nvidia Earnings, Buy-the-Dip Strategy & Diversification - Top 3 This Week

In this week’s Top 3, Allan Small breaks down the key investing themes every investor should watch heading into mid-November:

Nvidia Earnings Preview – The world’s largest company at $5 trillion market cap is about to release results that could move the entire market.

Buy-the-Dip Mentality – Why investors should focus on buying quality names at good valuations, not just any dip.

Diversification Still Wins – A reminder that balanced portfolios outperform over time, with examples from pharma, tech, and utilities.

Learn how to navigate today’s markets by balancing opportunity and risk — and why discipline beats emotion every time.

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00:00 – Intro: Top 3 things to watch this week
00:09 – Topic 1: Nvidia earnings and market impact
00:18 – Nvidia hits $5 trillion market cap, nearly 10% of the S&P 500
00:43 – Nvidia’s global dominance and chip supply limits
01:37 – Nvidia leads Magnificent 7 performance chart
02:21 – Nvidia earnings expected Nov 19 – potential market mover
03:34 – Topic 2: The “Buy the Dip” mentality
03:49 – Why not all dips are worth buying
04:22 – Chart: how buying dips works (and when it doesn’t)
05:58 – Example stock: Dell – strong AI exposure, recent pullback
06:56 – Dell trading at 14x earnings, down 15% from highs
07:21 – Example stock: Meta – down 25% from highs, opportunity?
08:28 – Meta’s fundamentals strong despite volatility
08:45 – Topic 3: Diversification and sector rotation
09:06 – Why you can’t just own tech stocks
09:39 – Chart: sector leaders change every year
10:07 – Pharma, industrials, banks, and utilities all play a role
11:00 – Why diversification is key to long-term success
11:52 – Tech led early 2024, but pharma now outperforming
12:03 – Diversification = the cheapest way to protect portfolios
12:07 – Recap: Nvidia earnings, buy-the-dip, and stay diversified