00:26Hello and welcome, I am your host, I am your host, I am your host, I am your host,
00:30I am your host, I am your host, I am your host, I am your host, I am your host,
00:38I am your host, I am your host, I am your host, I am your host, I am your host,
00:40I am your host, I am your host, I am your host, I am your host, I am your host,
00:44I am your host, I am your host, I am your host, I am your host, I am your host,
00:47I am your host, I am your host, I am your host, I am your host, I am your host,
00:47I am your host, I am your host, I am your host, I am your host, I am your host,
00:48I am your host, I am your host, I am your host, I am your host, I am your host,
00:50I am your host, I am your host, I am your host, I am your host, I am your host,
00:53I am your host, I am your host, I am your host, I am your host, I am your
00:59stocks
01:00first
01:00we will talk about
01:02the most big
01:04big
01:05engine
01:05which is
01:06about 4.5 trillion
01:08dollars
01:09PE ratio
01:1045 to 46 times
01:12which is
01:1245 to 46
01:14which is
01:16higher
01:16the
01:17semiconductor sector
01:182026
01:19demand
01:20advanced
01:21packaging
01:22and
01:22new
01:22transistor
01:23architecture
01:24because of
01:25is a
01:27great
01:28stock
01:29in
01:30nvidia
01:31leadership
01:32and
01:32goldman
01:33shacks
01:33giving
01:34strong
01:36buy
01:37rating
01:37but
01:37GS
01:38not
01:38high
01:39valuation
01:40hyperscalers
01:41and
01:41capex
01:42and
01:43AMD
01:45Intel
01:46Google
01:46Broadcom
01:47competition
01:47margin
01:48pressure
01:49these
01:49stocks
01:50now
01:50to
01:52pharmaceutical
01:53industries
01:54generic
01:55segment
01:56and
01:57international
01:57expansion
01:58strong points
02:00PE
02:0128
02:01which is
02:02GS
02:03is
02:03moderate
02:04buy
02:06and
02:10US
02:11domestic
02:11manufacturing
02:13shift
02:13market
02:14AI
02:15innovation
02:15new
02:16market
02:16experts
02:18and
02:18international
02:19growth
02:19to
02:20balance
02:23consumer
02:24staples
02:25defensive
02:25play
02:26philip
02:27morris
02:28international
02:28essential
02:29products
02:30market
02:31and
02:31and
02:34organic
02:35revenue
02:36growth
02:36this
02:37year
02:37tech
02:38pressure
02:38consumers
02:39have
02:40better
02:41momentum
02:41to
02:43market
02:44and
02:45and
02:49the
02:51market
02:51market
02:51to
02:52the
02:54market
02:58market
02:59and
03:00the
03:01market
03:01is
03:01strong
03:04price
03:05targets
03:06good
03:07upside
03:07and
03:08the
03:09market
03:09has
03:12underperformed
03:13AI
03:14disruption
03:15of
03:15underperformance
03:17latest
03:18earnings
03:19outlook
03:19but
03:20data
03:22driven
03:22insights
03:23now
03:23Apollo
03:26global
03:26management
03:27alternative
03:27asset
03:28equity
03:29private
03:31credit
03:35price
03:36targets
03:37160
03:37to
03:38170
03:39dollar
03:39solid
03:40business
03:41model
03:41quarterly
03:44growth
03:45targets
03:46attractive
03:47PE
03:47and
03:48growth
03:48metrics
03:49flywheel
03:50effect
03:50but
03:51this
03:52cyclical
03:54industry
03:54experts
03:55have
03:55market
03:56downturn
03:57asset
03:58under
03:59management
03:59and
03:59fees
04:00and
04:01full
04:04strategy
04:05semiconductors
04:06$670
04:07billion
04:07to $1
04:09trillion
04:10market
04:11growth
04:112026
04:12policy
04:13consumer
04:14staples
04:15and
04:17AI
04:17adoption
04:18high growth
04:20AI
04:20and
04:20defensive
04:21resilience
04:22this
04:22combination
04:22is
04:23a
04:23game
04:24that
04:24gold
04:25market
04:26shift
04:26diversification
04:28is
04:28worth
04:28and
04:28growth
04:30growth
04:31and
04:31growth
04:32growth
04:32and
04:32stability
04:33is
04:34good
04:39returns
04:40so
04:40that
04:41should
04:41take
04:41business
04:41to
04:42further
04:42make
04:42business
04:42is
04:43that
04:44is
04:44the
04:45company
04:46the
04:47company
04:47company
04:49is
04:50the
Comments