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HSBC Global Private Banking's Willem Sels argues US equity valuations remain undervalued once AI-driven earnings potential is discounted, a constructive call on the same megacap complex that dominates S&P 500 and NASDAQ index weights. If large allocators adopt that framing, the transmission runs through continued risk-on positioning in AI capex names and, by extension, a firmer beta backdrop for BTC and ETH, which have tracked NASDAQ drawdowns closely. The call is a valuation view rather than a data release, so watch upcoming hyperscaler capex guidance and AI monetization disclosures for confirmation, plus UST yields, since higher long rates compress the discounted value of distant AI earnings.
As a Research signal, watch whether it changes price action, volatility, or flows around GSPC, IXIC, NVDA.
Original Source: Yahoo Finance
This page is market information analysis, not investment advice.
Influencer Threads
The author notes that Bitcoin has fallen into the roughly $78,300 zone marked in blue and that a retest of that level is currently underway, with a comparison drawn to a similar instance earlier this year. This is the author's chart-based read on BTC price structure, and the remainder of the comparison is not fully available in the post.
Dalio argues that money has no intrinsic value and only matters when tied to a clear purpose, questioning whether it improves friendships, marriage, or relationships with children. In his view, real success is knowing your nature, finding the best path through it, and being able to look back and say that was the life you wanted.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain even though struggle builds both body and mind. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
Dalio cites Carl Jung's line that man needs difficulties and that they are necessary for health, arguing that people instinctively avoid pain whether they are building the body through weight lifting or the mind through frustration, struggle, embarrassment and shame. In his view this avoidance is strongest when people face the harsh reality of their own imperfections; the post is personal philosophy with no market content.
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