Wedbush's Michael Pachter sums up a gargantuan week with "innovation is good for everyone." He notes DeepSeek creates question marks around Nvidia's (NVDA) future but insists the developments help the A.I. industry overall. He still calls Nvidia a key winner for 2025 with Blackwell on the horizon, and notes Palantir (PLTR), Microsoft (MSFT) and Amazon (AMZN) as other companies to watch. However, he's not as bullish as other Wedbush peers when it comes to Tesla (TSLA).
The Watch List
31 Jan 2025
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