Part 2/15:
Wilson prioritized market-moving events, particularly emphasizing Nvidia’s pivotal role amid the ongoing AI boom. As of the recording, Nvidia was viewed as the dominant force among the “hyperscalers,” potentially dictating the performance of broader indices. He highlighted that the sector's recent rally was fueled primarily by AI innovation, with Nvidia leading and lifting other large-cap tech stocks like Microsoft, Meta, Google, Amazon, and Apple into sideways trading patterns.