HomeTechTechnologySiddell: “This is Just the Beginning” of Market Rally

Siddell: “This is Just the Beginning” of Market Rally

Ed Siddell is bullish long-term, calling the U.S./China deal the “greatest possible deal.” He discusses other announced deals, including with Japan, saying the chips are “beginning to fall as everyone hoped they would.” As for a rally, he thinks “this is just the beginning.” His stock picks now include Alphabet (GOOGL), Celestica (CLS), Microsoft (MSFT), the finance sector, and small caps.

The Watch List

23 Jul 2025

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