What is the future for US economy and shareholders among penalty tariffs, immigration strikes and federal spending cuts? It is a million-dollar question as chairman and CEO of Hedge Foundation POINT72 Asset managementSteve Cohen sounds the signal Bells, the US economy can be in the macroeconomic uncertainties in the brink.
The billionaire investor said that President Donald Trump’s aggressive trade policy was a warning that could lead to a slow 1.5% more than the initial growth forecast of the economy. Warning reviews the tariffs for various purposes to reduce trade, reduce imprisonment and more negotiations on other nations. Nevertheless, their adverse effects are growing slowly since 2023, the main economic driver of the service sector.
“Tariffs can’t be positive, can’t be good? I almost tax,” said Cohen, Fii Beach, FII Priority Summit said at the FII Priority Summit. “On top of that, immigration means that the workforce will grow rapidly, which last five years, etc.”
Cohen warned the worldview of the US economy, due to the tariff plan set by Trump, the worldview of the US economy, the good times they are high. He is committed to Cohen’s warnings, and the US exchange was significantly with record heights. Given the vague macro environment, S & P is about 8% less to enter 500 years, and to enter the correct stage.
Reflecting similar feelings, Morgan Stanley Cio Mike Wilson, Morgan Stanley Cio Mike Wilson, consisting of an important amendment since 2023. Therefore, a fast landing should be expected as the right and the center is left, right and flying from the center.
“For the first time I am really pretty negative for the first time,” he said. “It can only last a year or so, but it is a period that I will not surprise me to see an important adjustment.”
On the other hand, Cohen, Deepseek’s revelation and development, looks optimistic about Artificial intelligence Outlook. According to Cohen, DeepSEEK is a positive despite the development of effective EI models of EI models of EI models, despite the increase in spending on strong AI plugs developed by US companies.
Cohen is one of billionaire investors by taking advantage of artificial intelligence through strategic investments. In Podet72, his portfolio is significantly exposed to the technical giants that develop and use various AI innovations, asset management. In the same way, the Point72 Asset management has already presented a new artificial intelligent fund in the last three months of 2024.
We combined 72 SEC Q4 2024 13F documents to determine the 10 large lid options with large cap options of Billionaire Steve Cohen. We focused on shares with a market cover with more than $ 40 billion with significant potential. Then we analyzed the shares because they created a good value of careful investments, even in the total capital market. Finally, we listed in the growing order of the capacity.
Why are we interested in the stocks that collect hedgehogs? The reason is simple: Our research has shown that we can top the market by imitating the best stock options of the best hedge funds. Our quarterly Newsletter strategy selects 14 small lids and large caps in each quarter and elected 373.4% by defeating the bench from May 218 percent in May 2014 (See more information here).
NVIDIA Corporation (NVDA): Between Millionaire Steve Cohen’s great potential potential
Management of Steven Cohen Point72
The market cap: $ 2.51 trillion
POINT72 Asset management shares: $ 562.55 million dollars
April 24: 64.04% of the upsideotic potential
Number of Hedge Foundators: 223
Nvidia Corporation (NASDAQ) is a technology company that develops and develops the most advanced chip systems and software for artificial intelligence. In addition, the data center provides graphical calculation and network solutions for calculation platforms and network platforms that will end.
NVIDIA Corporation (NVDA: NVDA) The company was under pressure for the fact that the subject of trade tariffs and export control CIR. In the same way, Citi’s analysts lowered up to $ 150 to $ 163 in connection with a slowdown in the US Center in the United States. The AI chip market is another headlines for rising competition and trade wars.
The management has already repeated that new management on export of artificial intelligence chips will cost about $ 5.5 billion. The US government has already been developed specifically for Chinese markets for a special license for a special license for a special license for a special license for a special license.
Since 2022, it has been produced a number of special chips for Chinese customers, including NVIDIA Corporation (NASDAQ: NVDA), A800, H800 and the H800. The company should have developed Chinese chips to comply with US rules trying to limit the hardware access required for US AI updates. The Chinese market is not aimed at China, as the Chinese market in the 2025 financial year of 2025, the Chinese market considers NVIDIA in NVIDIA.
In general, NVDA In the 1st ranks The large capacity of the great potential of billionaire Steve Cohen is a large capacity selection of capacity. The NVDA leads to the fact that we have accepted their potential as an investment, our beliefs, the higher returns of AI shares and more returns for more refunds in a shorter period. Since the beginning of 2025, popular AI shares have an EU reserve that lost about 25%. Looking for a promising AI share than NVDA, but this is less than 5 times the earnings, please review our report the cheapest EU reserve.
