Amid many uncertainties facing global financial markets including elevated levels of inflation, a hawkish Federal Reserve and geopolitical tension, Sylvia Jablonski is wary of potential risks in the markets but still sees opportunities. Jablonski says the continuing 5G rollout is a reason to buy semiconductor stocks like Nvidia (NVDA) and Advanced Micro Devices (AMD), and she also likes stocks within the reopening sector and in big tech despite recent pressure due to rising interest rates.
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