Today, with markets under pressure from mixed jobs data and renewed doubts about near-term Fed rate cuts, my trade idea is to go short on high-beta tech—especially AI-linked names—and hedge with long exposure in defensive plays or quality dividend names. Given Vanguard’s warning that the market may be overly optimistic about rate cuts,  and the current nervousness around AI valuations post-Nvidia’s run,  a tactical long-short trade could play out: short some crowded AI names while allocating more capital to stable, rate-resilient stocks.
# 💰Stocks to watch today?(5 Dec)

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