Investing Advice from Paul Marino

Paul Marino, Chief Revenue Officer at Themes ETFs, advises investors to prioritize innovation and infrastructure over concerns regarding the Federal Reserve’s decisions.

As market discussions revolve around the Fed’s next moves, Marino mentioned to Investing.com that broader economic trends, particularly in semiconductors and infrastructure, offer more substantial long-term growth opportunities.

“Regardless of what the Fed does with one rate decision, semiconductors and infrastructure remain attractive,” Marino stated.

He highlighted the significance of tech leaders like Elon Musk and Larry Ellison, who have expressed eagerness to invest more in GPU chips from Nvidia (NASDAQ:NVDA). Marino recommends investing in companies like Nvidia, AMD (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) within the semiconductor industry.

He explained that whether the Federal Reserve raises or lowers rates, the demand in AI, hyper data centers, gaming, and autonomous driving will persist, as these tech firms make capital expenditure decisions aimed at maintaining a competitive edge rather than being influenced by the Fed.

“Innovative tech giants can’t afford to make capex decisions based on ‘Uncle Sam,’ or in this case ‘Uncle Jerome,'” Marino asserted.

Additionally, he underscored the pivotal role of infrastructure investment, which has been energized by the US Infrastructure Bill.

“There are nearly 36 trillion reasons why we like infrastructure,” Marino said, referencing firms like Caterpillar (NYSE:CAT) and United Rentals (NYSE:URI) that have achieved record highs due to infrastructure initiatives.

He noted that freight companies like Union Pacific (NYSE:UNP) and Norfolk Southern (NYSE:NSC) are well-positioned to profit from transporting equipment and materials for these projects.

As he looked to the future, Marino identified key trends and potential risks within both sectors, emphasizing the soaring demand for semiconductor chips from AI and tech advances while cautioning about potential supply shortages, geopolitical tensions in Taiwan, and regulatory challenges.

Yet, he maintained that “this is a once-in-a-lifetime investment theme,” prompting investors to capitalize on the opportunity.