“NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility”
JPM is a good option to own; it benefits from lending and financing the AI infrastructure boom. Speaker identifies it as his favorite among large banks.
Well-capitalized institutions, someone has to fund all this spending on artificial intelligence, companies like JPMorgan and Bank of America.
and capital financing for the next phase of this economic construction will be provided by low-rated companies such as JPMorgan and Bank of America.