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Miley Wong
Wellington-Altus Private Wealth
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Cites cooler US inflation, the Bank of Canada's sixth straight hold at 2.25%, and solid JPMorgan/Goldman earnings as interconnected supports. Tempered by: expect volatility this earnings season since 'expectations are high... 23% year-over-year growth... in the tech sector... 65%' @6:33.
“now today with Taiwan Semiconductor kicking off the earnings season with really strong expectations for the AI build out and that's underpinning the AI trade as well. So we're optimistic for the second half of this year.”
S&P 500 since this was said: ▼ -1.0% · 7,534 → 7,458 · as of 2026-07-17
Calls TSMC 'really a toll road on all the spending... from the hyperscalers' @2:26 and says its raised capex guidance 'does suggest that the AI build out is continuing' @2:41, while noting chip valuations are 'priced to really perform' @3:38 and investors now demand ROI on Mag 7 capex.
“We're looking at the hyperscalers versus the semiconductors. I think both are going to be favorable investments long term. But over this next earning season that's coming up, you may get an opportunity to buy during some of this volatility.”
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