Tiffany Wade
👤 SpeakerAppearances Over Time
Podcast Appearances
When you see down days like today, should people making the most of it buying into weakness?
I think that's the case.
The backdrop for stocks still looks very good.
Obviously, the headlines over the weekend are creating some volatility, and I'm not surprised to see some selling, just given stocks have been very resilient.
But the backdrop for the economy, and I think the market is still very strong.
So, yeah, I think this should be an opportunity.
And then, you know, earnings coming up will bring the focus back to fundamentals.
Are the fundamentals good?
I think they should be pretty good.
You know, demand especially, you mentioned the Mag7 and the hyperscalers.
I think we're going to see great numbers out of those companies.
Importantly, I think we'll probably continue to see very strong CapEx numbers, which is important for a lot of the tech sector.
So I think those should be good indicators for the rest of the market.
Yeah, I think we could see some more consolidation, maybe a few points lower in the market.
You know, certainly volatility might lead to additional selling.
But again, I think this is a good opportunity.
And as we get farther into earnings, I think things will stabilize.
I think that's fair for today.
I think it's just a general selling of the market.
We're not seeing additional selling in names that might be hardest hit by the tariffs.