Phil Blancato and Eric Winograd discuss the market sell-off. Phil considers it “overdone”, citing strong economic data. He says this is an opportunity to “buy a stock you really like” at a discount: he “would buy” Nvidia (NVDA) today at $104. Eric disagrees completely, saying the market is “underestimating” the tariff impact. “This is a really significant downgrade to the economic outlook.”
Trading 360
03 Apr 2025
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