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Jacob Sonenshine on a Narrow Rally, NVDA Leadership and Defensive Plays
Description
Jacob Sonenshine warns that falling volatility is masking extreme market concentration, with gains driven by a narrow group including Nvidia (NVDA), Intel (INTC), and AMD (AMD), while hundreds of stocks lag. He highlights risks in names with earnings disconnected from GAAP results and fading hyperscaler momentum. Shifting to defense, Sonenshine points to Philip Morris (PM) as an undervalued non‑cyclical play, while flagging high‑multiple stocks like DoorDash (DASH) as potential shorts.
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