Скачать или смотреть How Long Can Markets Keep Climbing? AI, Tech & Valuation Risks Explained

Markets have been on a historic run, but how long can it last? Allan Small explores the driving forces behind the rally — from AI and big-cap tech stocks to seasonal patterns and valuation risks.

We cover:
Why AI and big tech (Nvidia, Microsoft, Google, Meta) have fueled the rally.
Seasonal market trends: why August–September often bring pullbacks.
The gap between investor sentiment and valuations.
Why even in volatile times, quality stocks still matter most.

#StockMarket #AIStocks #MarketRally #Nvidia #Microsoft #investing

00:00 – How long can markets keep climbing?
00:18 – Seasonal trends: July highs, August/September pullbacks
00:44 – Why AI and tech fueled the rally
01:15 – Artificial intelligence market growth projections
01:48 – Best AI stock picks: Nvidia, Microsoft, Google, AMD
02:59 – Big-cap tech outperforming small-cap tech
03:54 – Recent Nasdaq and tech sector pullback
04:33 – Valuation concerns: S&P at 22x forward earnings
05:09 – Outlook: Rally continues as long as investor sentiment holds
05:30 – Focus on quality stocks, not timing pullbacks

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Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at [email protected]