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Dale Smothers: AI “Planting Season” — Buy NVDA, MRVL, CRWV; SPX to 8,000 by 2026
Smothers calls an AI “planting season”: buy dips in Nvidia, Marvell, CoreWeave; expects a sharp rally and S&P 500 to reach 8,000 by end of 2026.
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What stands out
Dale Smothers argues we are in an AI "planting season" and urges buying dips in Nvidia and peers while predicting a sharp market rally and an S&P 500 level of 8,000 by the end of 2026. The clip matters because it lays out a clear tactical posture, pare back on fear and add to AI winners on weakness, and names specific tickers that screen as beneficiaries of renewed AI sentiment. The caller frames current weakness as opportunity, not structural damage.