GRADUAL rate rises are BULLISH: Main Street Research chief investment officer

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 NVDA NASDAQ BUY -2.09%
   Entry $228.45 03 Sep 2026

   Current $223.67 09 Sep 2026

   Result −$4.78

   vs. index −0.7% SPY −1.4% over the same days

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   Surrounding source transcript

   …CH I THINK LEADS BACK AND ABSORBING WITH KEITH COME OF INDUSTRIALS WE SEE A LOT OF INDUSTRIAL NAMES YOU SEE CAPTAIN DOWN BECAUSE OF THE DATA CENTER BUILDER AND INVESTORS HAVE LOST CONFIDENCE IN THE AI TRADE AND A COUPLE OF TIMES THIS YEAR. IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA. >> WILL BE STOCKS ARE GETTING CHEAPER SMACK CHEAPER I THINK THERE'S LESS RISK IN THE ACT RIGHT NOW MAYBE THE REST OF THE MARKET. >> YOU MAKE OF THESE INVESTORS BECOMING IS SO QUICKLY TO SAY PWC SAID $2,031,000,000,000,000 IN 2050 THAT'S A …

   IN EACH TIME SPENT A FANTASTIC OPPORTUNITY TO BUY RELEASE HOLD THOSE STOCKS BECAUSE WHAT IS HAPPENING AS YOU KNOW, PRICE-TO-EARNINGS RATIOS ARE GETTING COMPRESSED, WE HAVE PEACE WERE NVIDIA.

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2. 02 HSBC NYSE BUY -1.27%
   Entry $106.46 03 Sep 2026

   Current $105.11 09 Sep 2026

   Result −$1.35

   vs. index +0.1% SPY −1.4% over the same days

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   Surrounding source transcript

   … IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT. >> HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY. >> HOT IPOS IN ASIA THE GETTING LIKE WILL DO THEY GET AN EXTRA I'M FROM BEST AND IF THEY IN THE DRIVER SEAT. >> YOU CAN SEE YET SOME GOOD STUFF I CAN TELL

   HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY.

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3. 03 BHP NYSE BUY -0.50%
   Entry $92.71 03 Sep 2026

   Current $92.25 09 Sep 2026

   Result −$0.46

   vs. index +0.9% SPY −1.4% over the same days

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   Surrounding source transcript

   …8100 AND MAYBE A LITTLE HIGHER BUT WE HAVE SOME CHOP IN BETWEEN AND MAYBE EVEN A NORMAL CORRECTION WITH ALL OF THOSE CONFIDENCES OF MIDTERMS AMIA PRICES OF OIL CONCERNS MISPLACED CONCERNS ABOUT A HIGH SEER GOING TO GO TO THE OPPORTUNITIES. LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD PRETTY ITCHING TIMES EARNINGS GREAT PLACE TO BE BY THE WAY FOLKS LOOK AT THE START IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT. >> HS PC IS THAT HONG KONG SHANGHAI. >> WILL ORIGINALLY BASED ON MONDAY DO A LOT OF BUSINESS IN HONG KONG AND HERE IS GREAT PLAY, 12 TIMES EARNINGS THE WEALTH MANAGEMENT AND INVESTMENT BANKING BANKING BY WAY TO PLAY IT FOR SECURITY. >> HOT…

   LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD PRETTY ITCHING TIMES EARNINGS GREAT PLACE TO BE BY THE WAY FOLKS LOOK AT THE START IS A BEAUTIFUL START KEEP READING THAT THERE IS A COPPER SHORTAGE OUT OF THIS LIKE IS WHEN BE THERE FOR A LONG TIME IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT.

   Go

   AI-extracted context "LOOKING OUT OF UNITED STATES AND YOU SAY WELL PHP STOMACH GET YOUR PASSPORT AND IT IS OUTSIDE OF THE U.S., WHEN MARKETS CONTINUE TO OUTPERFORM AND PHP KIMONO LARGEST COPPER PRODUCERS IN THE WORLD ... IT'S GOING TO BE GOOD WAY TO WRITE OUT THIS RIGHT 2030 LOOKS LIKE COPPER AND NEEDED COMMODITY EXCELLENT WAY TO PLAY IT."