“I guess what I'm convinced of, because of the fact that 19, the last 20 times when the market did recover tech work, because semis have sold off so much, and because they ultimately are growing faster relative to the economy than they did previously, that semis will work when it recovers”
quote is from the automated transcript, cleaned for reading:
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More from Adam Parker
PredictionNot checkable as stated
Parker: Nvidia will not miss near-term earnings, beats Mag 7 peers
“I don't think they're going to miss their earnings in the short term, so I sort of think NVIDIA is Better position than the other Mac seven in the short term.”
Adam ParkerApr 8, 2025▶ 2:16Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
Opinion
Parker: Jensen Huang knows more about healthcare than most healthcare companies
“I think Jensen knows more about healthcare than most healthcare companies.”
Adam ParkerApr 8, 2025▶ 3:03Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
PredictionOpen · timeframe Apr 2033
Parker: Semiconductors will grow 5% to 8% above GDP over 10 years
“Semis grew about two percent above GDP for 30 years. I think they're gonna grow something like five to seven to eight percent above GDP, you know, if you look at the last two years, say, through the next eight.”
Adam ParkerApr 8, 2025▶ 4:30Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
PredictionNot checkable as stated
Parker: Nvidia has 15-20% downside and 80-100% upside over 2-3 years
“I'm looking at, if I'm looking at this thing, I'm thinking, all right, maybe it has 15 to 20% downside and 80 to a hundred percent upside and a two to three year view for the best company with like a genius CEO and a product area that grows above GDP.”
Adam ParkerApr 8, 2025▶ 9:00Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
PredictionNot checkable as stated
Parker: Tariffs will delay any improvement in Apple's product cycle
“I think this tariff thing is just bad for their growth rate and it definitely is going to cause like a delay to any cycle improvement.”
Adam ParkerApr 8, 2025▶ 18:35Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
Opinion
Parker: Tesla is impregnable to valuation analysis
“I think it's impregnable to analysis, so I don't know if it's worth 305 hundred, a thousand, or zero. It's been trading so disconnected from what I understand the core business is for so long.”
Adam ParkerApr 8, 2025▶ 0:38Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
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