Sam Rahman Predictions
Portfolio Manager, Hedgeye Asset Management
Track Sam Rahman's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
- Submit corrections
See quote
[14:57] Yeah, I think it does end up positive. It doesn't mean that we can't have a tough couple of months over the summer as it we we're going to have earning season soon. And uh like I said, there's a lot of uh you know, positioning problems within semiconductors as you know, where like everybody's very overweight this space. So, you could see some correction in the the you know, month, a few weeks to a month. But, I think at the over the course of the rest of the year, I think it'll do well because I think this capex spend trend and boom is going to continue into 2027.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[15:18] So, you could see some correction in the the you know, month, a few weeks to a month.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[7:34] I don't think the capex to be honest with you is going to stop a slow down anytime soon uh year or next year.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[15:28] I think this capex spend trend and boom is going to continue into 2027. And when these hyperscalers are announcing earnings, you know, later in July, I think they're all going to really reiterate reiterate their their capex intentions for 2027.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[35:08] They are forecasting that bond yields have peaked with the inflation number that peak that that came out really hot last month. So, there's they expect that inflation's going to cool off as we go through the rest of year. That's going to bring down bond yields, which is going to be a positive for the underlying economy
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[35:08] They are forecasting that bond yields have peaked with the inflation number that peak that that came out really hot last month. So, there's they expect that inflation's going to cool off as we go through the rest of year.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[35:40] we're we're very positive on yield sensitive, rate sensitive industries like housing and to some extent financials. And bond yields coming down as inflation sort of cools off through the rest of year, I think it's going to be positive for the broader markets as a whole, not just tech.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[26:17] I think we're about to see in the next 3 years with Apple, we're going to get really surprised by the pace of innovation by this company, not just in iPhones, but also with AI-related software features that are going to be part of what's going to drive a massive upgrade cycle in iPhones and other devices. And then beyond that, I think Apple is going to be a serious player in home robotics.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[36:45] the way I see these models progressing over the next years that ultimately they're going to get commoditized because you know, they all the new models as they come out they kind of leapfrog each other.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.