Joined July 2019
- Tweets 528
- Following 160
- Followers 1,062
- Likes 11
83 Photos and videos
Pinned Tweet
9 Sep 2022
Investment advisory services offered through Jackson Square Capital, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
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Jun 10
My thoughts regarding the excitement around the SpaceX IPO this Friday.
#SpaceX #SpaceXIPO
forbes.com/sites/andrewgraha…
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Jun 9
Tech bubble? I discussed the current AI boom with others and highlighted key differences between now and the dot come bubble.
#AIBoom #dotcombubble #Techbubble
investmentnews.com/equities/…
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Jun 2
The Oil Signal That Could Broaden The Market Rally: A sustained break below $82 in December Brent would send a clear signal to widen the market rally. I discussed with @Forbes which sectors and stocks stand to benefit in that scenario.
#Brent #Oil
forbes.com/sites/andrewgraha…
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May 19
The AI trade is moving beyond GPU makers. I outlined in @Forbes how the broader AI infrastructure ecosystem may drive the next phase of the AI trade.
See my thoughts here.
#AItrade #GPU #Investmentadvisory
forbes.com/sites/andrewgraha…
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May 4
The downstream winners of the AI trade's latest phase. I joined Market Domination on @YahooFinance to outline the state of the AI trade following the latest batch of Mag 7 earnings results last week.
#AItrade #Mag7 #Q1Earnings
finance.yahoo.com/video/down…
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Apr 30
Software isn’t being replaced. It’s starting to do the work.
I discussed in @Forbes how AI integration with software will increase its value.
#AI #Software
forbes.com/sites/andrewgraha…
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Apr 16
The Case for Lower Rates is Stronger than it Looks:
I discuss why higher energy prices do not necessarily create a lasting inflationary impulse, and implications for the economy and investing.
Read more on @Forbes
forbes.com/sites/andrewgraha…
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Apr 2
I joined @NPetallides on The Watch List on @SchwabNetwork to outline the potential for a rare V-shape market bottom and identify key levels for the S&P 500. See the companies I believe will benefit from Mag 7 CapEx spend here:
#SPX #Vshape #CapEx
schwabnetwork.com/video/grah…
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Apr 1
US stocks rebound as market may achieve rare 'V-Bottom.'
I joined @joshuahlipton on @YahooFinance's Market Domination to give my reactions to the recent rebound amid geopolitical headlines on the final day of Q1.
finance.yahoo.com/video/us-s…
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Mar 31
Investors shouldn’t assume AI will wipe out entire businesses.
See my latest thoughts in @Forbes where I suggested caution for those who believe #AI will lead to extinction for certain industries.
forbes.com/sites/andrewgraha…
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Mar 23
I joined other investment professionals to weigh in on #Mag7 stocks in 2026, offering my perspective on $AMZN. See here:
investmentnews.com/equities/…
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Mar 13
Higher Oil Prices Could Reverse One Of This Year’s Biggest Trades: I shared with @Forbes that investors may rotate back into U.S. Growth stocks if crude prices remain elevated.
#Growth #Crude
forbes.com/sites/andrewgraha…
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Mar 5
The market’s mixed leadership may be rotation, not a recession signal.
I'm focused on cash flows amid recent volatility and cyclical growth.
#cashflow #cyclical #rotation
forbes.com/sites/andrewgraha…
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Mar 4
What smart investors are buying in this “difficult” market:
I joined @TheStreet to share my under-the-radar winners outperforming an uncertain market.
youtube.com/watch?v=TbBQ91GY…
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Feb 24
Reduced tariff threats should allow market volatility to subside.
I joined Market Domination with @YahooFinance after Friday's close to discuss the Supreme Court's decision to strike down President Trump's sweeping tariff policies.
finance.yahoo.com/video/redu…
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Andrew G Graham retweeted
Feb 20
.@thereal_agg of @jacksonsq_cap calls the fourth-quarter GDP and PCE reports a “rear-view mirror” and expects GDP to be revised higher.
He also shares his take on recent market rotation and his stock picks with @DianeKingHall.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Feb 6
$AAPL is a surprise winner. I discussed with @MarketWatch how the Mag Seven stock can be a beneficiary amid a downturn in software.
marketwatch.com/story/how-ap…
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Jan 26
RIAs weigh exits amid California billionaire tax proposal. See my thoughts in on the latest tax proposal on billionaires.
#InvestmentAdvisory #RIA #BillionaireTax
investmentnews.com/ria-news/…
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Andrew G Graham retweeted
Jan 14
.@thereal_agg says 2026 has seen the strongest opening of any year for the Russell 2000 versus the Nasdaq 100.
He tells @NPetallides that he has added some cyclical aspects of tech to the portfolio, such as microchip and analog device stocks.
His stock picks: $AMZN, $CSCO and $ANET.
For more market news, tune into: SchwabNetwork.com/?CID=SM:Tw…
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Jan 2
There are four things set to drive economic growth in 2026.
Hear more about the outlook I gave on @YahooFinance and which metric I'm watching as a sign of economic weakness.
finance.yahoo.com/video/4-th…
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