US Morning Call Bottom Line Up Front

The report highlights risks of a market correction due to high concentration and rising yields, while identifying growth opportunities in AI-driven technologies like Solid-state transformers (SST) and defense aerospace.

Key Takeaways

• 1.Concentration in Technology and Energy sectors has fueled momentum, but elevated positioning and rising yields pose correction risks.
• 2.Solid-state transformers (SST) represent a ~$1-5bn annual market opportunity by 2030 driven by AI data center expansion.
• 3.Expect focus on AI revenue updates and margin trends for Broadcom (AVGO) and Nvidia (NVDA) reports.

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