AI to Lead the Market for Years: Defiance ETFs’ Jablonski

Market Sentiment & Economic Outlook - Market sentiment could shift positively, driven by AI growth and potential Fed rate cuts [1][2][3] - Positive GDP outlook and strong corporate earnings, with over 80% exceeding top and bottom lines, suggest a favorable market [3][4] - Tech sector is expected to lead markets for years, with investors looking to high-quality, trillion-dollar companies during market pullbacks [7][8] AI & Technology - NVIDIA maintains a leading position in AI and chips, despite increasing competition from other semiconductor companies [5][6] - Quantum computing is gaining attention, with China potentially nearing US capabilities, prompting potential government and corporate investment [11][12][13] - Quantum advancements, such as HSBC's advanced bond pricing models and D-Wave's annealing results, show promise for investors [14] Investment Strategies & ETFs - An ETF excluding the Magnificent Seven is seeing increased inflows, indicating a desire for diversification beyond these widely held stocks [8][9][10] - The ETF allows investors to participate in broader market rallies while maintaining exposure to the Magnificent Seven through other holdings [10] - Long and short leveraged funds related to MicroStrategy are available, catering to tactical investors with short-term exposure opportunities [16][17][18] Geopolitics & Policy - Political tailwinds or headwinds, particularly regarding access to China, could impact major tech companies [4] - US government and corporations tend to invest to catch up when other countries lead in AI or technology [13]