Market Whiplash, Europe's Defense Play & "Totally Divorced" from NVDA

"It's so difficult" to make market decisions right now, says Peter Andersen. He points to uncertainty surrounding the Trump administration as the culprit behind wild stock swings. Peter adds that companies that miss on guidance "get punished" unjustly by investors, noting Nvidia's (NVDA) recent sell-off. One industry he's growing bullish on: European defense companies.

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