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1 week ago | 
seekingalpha.com | Victor Dergunov
Apr. 17, 2025 10:57 AM ETSummarySeveral high-profile banks, including JPMorgan and Goldman Sachs, reported better-than-expected Q1 earnings, although future guidance remains uncertain due to tariffs and economic challenges. The banking sector shows a mixed image, with some banks thriving in trading revenues while others face increased credit losses and declining net interest income.
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1 week ago | 
seekingalpha.com | Victor Dergunov
Apr. 16, 2025 12:40 PM ET, , , , SummaryThe ongoing U.S.-China trade tensions, particularly around chip tariffs, are causing significant volatility and anxiety for tech investors, impacting stocks like Nvidia, AMD, and Marvell. Despite the tariff issues, AI growth remains strong, and high-quality chip companies could remain highly profitable, with the potential for a trade deal boosting their stocks.
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1 week ago | 
seekingalpha.com | Victor Dergunov
Apr. 15, 2025 9:46 AM ET, , , , SummaryNuclear energy stocks saw significant gains in 2024, but 2025 has brought declines, presenting buying opportunities in the AI-nuclear sector. The world will need more energy, and nuclear, especially SMRs, offers efficient, clean, and scalable solutions to meet future demands. Major tech companies like Alphabet, Amazon, and Microsoft are investing in nuclear power, highlighting its potential for AI and other energy needs.
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1 week ago | 
seekingalpha.com | Victor Dergunov
Apr. 14, 2025 10:22 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryThe market experienced a severe meltdown due to tariff uncertainties, leading to a significant drop in the S&P 500 and a potential recession. Despite technical damage, there's potential for a short-term rebound, but heavy resistance is expected around the 5,800-6,000 level.
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2 weeks ago | 
seekingalpha.com | Victor Dergunov
Apr. 10, 2025 11:40 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryThe U.S. seeks fairer trade agreements, leveraging its consumer economy and military power, with China as its primary adversary. China's dominance in global manufacturing and contribution to U.S. trade deficits also contribute to the U.S.'s national debt, necessitating revised trade agreements.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
Apr. 03, 2025 12:14 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryThe newly imposed tariffs by the Trump administration are higher than expected, causing significant market volatility and a sharp selloff in the S&P 500. The U.S. aims to equalize global trade by imposing reciprocal tariffs, which could lead to better trade negotiations and fairer trade practices.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
Apr. 02, 2025 2:08 PM ET, , , , , , , , , , , , , , , , , , , , , , SummaryQ1 2025 was highly volatile, with the All-Weather Portfolio (AWP) declining by 8.5%, mainly due to high exposure to tech stocks, but remains well-positioned for future growth. Despite short-term setbacks, I am optimistic about high-quality AI tech stocks like Nvidia, Broadcom, Marvell, and AMD, which have remarkable potential.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
Mar. 31, 2025 10:07 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryDespite recent market volatility and fears of recession and stagflation, I believe the market is overreacting and not weighing long-term fundamentals accurately. The market's current panic-driven selloff is creating significant buying opportunities in high-quality tech stocks, with many now trading at attractive valuations.
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1 month ago | 
seekingalpha.com | Victor Dergunov
SummaryMarvell's AI chip market potential is immense, with expected exponential growth, positioning it well against competitors like Broadcom. Despite a 50% stock drop, Marvell's valuation reset makes it attractive, with a forward P/E ratio of about 17. Marvell's recent earnings beat estimates, guiding higher, suggesting potential for substantial future growth and profitability. Fundamentally, Marvell is cheap, with strong EPS and sales growth, making it a compelling investment for long-term gains.
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1 month ago | 
seekingalpha.com | Victor Dergunov
Mar. 25, 2025 7:30 AM ET, , , , , , SummaryThe U.S. national debt has skyrocketed to nearly $37 trillion, now roughly 123% of GDP, creating unsustainable deficits and high interest payments. Massive deficits, if unaddressed, could lead to sluggish economic growth, elevated inflation, and potential stagflation or an inflationary currency crisis.
