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Diton: NVDA's "Look Out Below" Warning & "Wary" of Consumer Discretionary

7 min28 februari 2025

According to Eric Diton, this was the "worst week we've had in a long time" for the stock market. He says now is the time to keep Big Tech stocks in check after Nvidia's (NVDA) meltdown shook every corner of the market. He's skeptical the SPX will manage a gain by the end of 2025, though he leans bullish on the index's Equal Weight counterpart. Eric says he plans to stray away from consumer discretionary stocks due to tariffs constraining the global supply chain.


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