General Assets @GeneralAssets
GA is a global investment management firm, specialized in major asset classes including stocks, bonds, real estate & crypto. Our posts are not financial advice. generalassets.com New York, NY Joined July 2024-
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Is $NVDA expensive? Paradoxically, no. Trading at ~23x '27 earnings with a $500B hard backlog acting as a revenue floor, the risk-reward is actually asymmetric to the upside. Our latest deep dive covers the 3 things the market is missing as of 11/21: 1️⃣ The "Virtuous Cycle" (Agentic AI) 2️⃣ Sovereign AI (The "Humain" Blueprint) 3️⃣ Why the Options Market sees a $250 floor The next wave of AI buying isn't coming from Google, Microsoft, AWS, or Meta. It's coming from Saudi Arabia, Japan, and France. 🌍 Sovereign AI is the unpriced catalyst that unlocks the next trillion in value for Nvidia. We analyzed the "Humain" deal and why the $500B revenue floor is just the beginning. Read the full investment memo here: generalassets.com/research/techn… $NVDA $GOOG $MSFT $AMZN $META #SovereignAI
Our technical review on UnitedHealth Group looks at key valuation metrics such as P/E, P/B, EV/EBITDA ratios and Dividend Yield; and compares those with historical averages and industry peers. As of today, we hold a positive outlook for $UNH in the short- to mid-term, as the security appears to be undervalued. We will continue to observe company and macro developments that may impact this analysis.
The White House has published a list of exemptions from tariffs, including energy products, some minerals, chemicals, vaccines, and some metals. Full details available here: whitehouse.gov/wp-content/upl… @WhiteHouse @realDonaldTrump
The technology sector is expected to continue leading as a dominant force in the global economy throughout 2025. With a changing landscape, here is an in-depth analysis of its current state, focusing on four key players: Alphabet $GOOG, Amazon $AMZN, Meta $META, and Microsoft $MSFT: generalassets.com/research/techn…
On the smartphones, digital automation, and computer accessories segment: $IBM, $HPE and $DELL are most likely to benefit from the tariffs
With the recently announced tariffs on goods imported to the US from Mexico, Canada, and China; here is a breakdown of the sectors that are mostly affected, and the companies that might benefit from this protectionist policy: generalassets.com/research/indus… Opening thread...🧵
On the chemicals segment: $DOW and $DD are most likely to benefit from the tariffs
On the food segment: $TSN, $PEP, and $KHC are most likely to benefit from the tariffs
On the machinery and transportation equipment segment: $CAT, $DE, and $BA are most likely to benefit from the tariffs
On the plastics segment: $BERY and $SEE are most likely to benefit from the tariffs
On the beer segment: $BUD, $TAP, and $SAM are most likely to benefit from the tariffs
On the medical devices segment: $MDT, $ABT, $JNJ are most likely to benefit from the tariffs
On the energy and oil & gas segment: $XOM, $CVX, and $COP are most likely to benefit from the tariffs
On the electronics segment: $INTC, $TXN, $AAPL, and $AMD are most likely to benefit from the tariffs.
On the automotive, vehicles, and auto parts segment: $TSLA, $GM, $F, $LEA, $BWA, and $DAN are most likely to benefit from the tariffs
While the energy industry continues to face major challenges, it also offers significant potential for those who can navigate the changing landscape and capitalize on the opportunities presented by the energy transition in 2025 and ahead: generalassets.com/research/energ… #energymarkets #energytransition #energy
Gene editing is a revolutionary technology that allows making precise changes to DNA. This has the potential to transform medicine and agriculture by providing new ways to treat diseases, develop crops, and protect endangered species: generalassets.com/research/healt…
Learn why #Bitcoin is surging, what experts predict for the near future, and key factors for crypto investors to consider #Crypto #CryptoInvestor Learn more: generalassets.com/research/crypt…
US indexes end the week lower after Fed Chair Jerome Powell signaled reduced hopes of a December interest-rate cut, stalling the postelection rally #SP500 #NASDAQ100 #DOW finance.yahoo.com/news/live/stoc…
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