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Michael Yee
Jeffries senior biotech analyst. Provides analysis on the biotech industry, including the impact of AI on drug development and FDA regulations.
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May 28, 2025
• 43min
SOTS 2nd Hour: Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25
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Jim O’Neill, former Chairman of Goldman Sachs Asset Management, shares insights on the potential impacts of Trump's policies on the U.S. dollar's dominance. Dan Ives from Wedbush discusses the implications of Nvidia's earnings on the tech sector, while Michael Yee from Jeffries highlights top biotech picks poised to benefit from AI innovations. They examine retail resilience in a fluctuating market, unpack tariffs and their surprising effect on Apple, and explore the shifting investment strategies of family offices towards AI-driven stocks.
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