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The PNTHR’s Perch — Week of Aug 4: Stocks & Strategy

Scott R McBrien

Published on: 08/11/2025

AI momentum vs. valuation discipline. Scott McBrien breaks down tariffs, Fed path, sector winners, and 40+ tickers—with takeaways you can act on now.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookAI investingindustrial AIdata-center infrastructureMagnificent Sevengrowth vs. valuetariffs on chipsexecutive order 401k private assetsFederal Reserve rate outlookearnings seasonsector highlightsinvestor takeawaysrisk managementcapital preservationqualified investorsAAPLAMZNMSFTNVDAAMDSMCIVRTVSTGOOGLMETATSLAINTCLLYNVOMRKAMGNPYPLJPMUNHRCLROKUPANWPLTRGEHCGLWFCSFCXBAAXPCSXHSYHUMKEYMUMDLZONONBKRGTLSHOODSOFIVUNPNSCALBALGNCRCLFIGFLYPGSBUXTTD

The PNTHR’s Perch — Week of July 28: Stocks & Strategy

Scott R McBrien

Published on: 08/10/2025

AI tailwinds vs. macro headwinds: Scott McBrien breaks down the week’s cross-currents—Fed watch, tariffs, credit, sector standouts—and shares our positioning, watchlist, and investor takeaways for disciplined upside.

The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookdata-center infrastructuregrowth vs. valuetariffs on chipsexecutive order 401k private assetsFederal Reserve rate outlookearnings seasonsector highlightsinvestor takeawaysrisk managementcapital preservationqualified investorsAAPLAMZNMSFTNVDAAMDSMCIVRTVSTGOOGLMETATSLAINTCLLYNVOMRKAMGNPYPLJPMUNHRCLROKUPANWPLTRGEHCGLWFCSFCXBAAXPCSXHSYHUMKEYMUMDLZONONBKRGTLSHOODSOFIVUNPNSCALBALGNCRCLFIGFLYPGSBUXTTDhedge fund newslettercross-currents & offsetsAI CapEx boommomentum investingstock watchlistPNTHR FUNDS