Nvidia is mentioned in the context of potential order impacts from SpaceX's debt raises and memory supply concerns.
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JP Morgan JUST went Bearish Stocks | Here’s Why
Sep 1, 2026
JP Morgan has shifted to a bearish stance on the stock market for the short term, citing the potential end of a bull market due to a hiking cycle rather than an imminent recession. The creator agrees that while a recession is unlikely in the immediate future, long-term risks from AI overbuilding, tariffs, geopolitical issues, and high oil prices are building. JP Morgan's cautious approach is primarily for the next few weeks, as they believe underlying economic fundamentals remain strong, and they anticipate a rate hike in December, not September.
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Palantir is mentioned as a software name that has performed well, potentially indicating a bottom in the software sector, though its future momentum beyond a short squeeze is uncertain.
Salesforce is mentioned as a software name that has performed well, potentially indicating a bottom in the software sector, though its future momentum beyond a short squeeze is uncertain.
Crowdstrike is mentioned as a software name that has performed well, potentially indicating a bottom in the software sector, though its future momentum beyond a short squeeze is uncertain.
Broadcom (AVGO) is highlighted as a major catalyst this week, with its stock having tanked over 20% after its last earnings report, presenting a significant derisking event.
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