Goldman Sachs' Sung Cho is bullish on software in 2025

I wish they taught investing at school level. There is so much advantage to doing this!
My biggest regret is that I started so late.

i'm bullish in ur mom

Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Bianca, and her helpful guides.

NVDA 🚀 🌕

smart fella. the equities indexes gotta fresh coat of paint from the trump election, got new legs. look to the dow hitting 52,000/nasdaq 21,000 by '26. gold however falls like an elevator w/broken cables to $600/oz -enjoy!

did this dude say ginomrous? weird

Maximum cool

AI stocks will dominate 2025 and Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made

Be cautious that every Goldman guest may only be talking up their proprietary equity holdings.

?? I thought he'd finally give a use case for AI but all he can say is "fighting for their existential relevance" and other factors at place." What other factors? OK, so still no use for it. Great! I don't care, I do "regular" automation using custom software programs you probably never heard of and can say most companies won't need AI. NVDA etc. really do need to start thinking about specific end user applications. So he hypes AI but then hypes what is basically the competition ("regular" software)? Confusing. Though I think regular software will remain strong since so many companies' operations are never going to be complicated enough to require AI

They cut him right when he was saying they are increasingly bullish on Meta. I think that company is providing example of good ROI against increasing CapEx spending. 😊

!!I already own shares of NVDA and PLTR. I'll also add TSLA to my portfolio. But I'd like suggestions on long-term opportunities to explore that could make solid additions to my $260k portfolio for stable cashflow.

Go back to whatever Asian country you came from from