The author argues the market is tech-driven and that high oil prices and bond yields will not hurt AMZN earnings. The mechanism is that tech earnings are insulated from these macro pressures. No specific catalyst, target, or risk is provided.
The author argues the market is tech-driven and that high oil prices and bond yields will not hurt NVDA earnings. The mechanism is that tech earnings are insulated from these macro pressures. No specific catalyst, target, or risk is provided.