Eric Diton on Small Caps, International Stocks, NVDA & Opportunity Beyond Big Tech

Eric Diton warns that geopolitical risk and heavy S&P 500 (SPX) concentration leave markets vulnerable, even if oil shocks prove temporary. He discusses rotating into international stocks, small caps, and emerging markets, while viewing the pullback in Nvidia (NVDA) and Big Tech as a healthy pause in a longer‑term AI trend.

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