As the stock market wobbles, here there are 2 actions that take into account

The US stock market has recently been throughout the store. In fact, the S&P 500The 4.6% drop in the first quarter of 2025 was the largest quarterly loss in the index since 2022.

Given this, I have been weighing some options for my actions and Isa actions. Here are two actions that I have put in my eye.

<h2 class="wp-block-heading" id="h-out-of-favour-ai-stock”>Out of the out of phase

The first – Nvidia (Nasdaq: NVDA) – You don't need presentations. The chips manufacturer is the third largest company in the world and remains fundamental for advances in artificial intelligence (ai). The demand for his latest Blackwell chips is very strong, according to management.

However, the price of Nvidia shares has fallen by 27% in less than three months. This places the shares in a price -gain price ratio (P/E) of 24, which is a little demanding multiple for a top -level growth company.

Investors seem to be worried about some things here. First, there is uncertainty about tariffs, which can certainly affect Nvidia operations. And the possibility of a recession of the United States has increased considerably, according to most economists. An economic recession would be bad in general.

Meanwhile, some doubts have increased on the position of Nvidia in the inference stage of the generative ai. While their chips reign in the training phase, competition can be much stronger in inference (that is, when a trained model spits a Shakespeare sonnet on the march).

While these concerns are justified, I currently see evidence that Nvidia does not benefit by increasing the infrastructure expense of ai. The market still expects Nvidia to publish a strong two -digit growth in the next three years.

In fact, it is forecast that ai Chip King income will exceed $ 300 billion by 2028, compared to $ 130 billion last year. The net gain is inclined to exceed $ 155 billion by then!

Of course, these forecasts could change. But as the shares are close to $ 100, I think that the risk/reward settings is beginning to seem more favorable. As such, I am very tempted to invest in some actions.

Transport disruptor

The second stock I have seen is Joby Aviation (NYSE: JOBY). It has fallen from 41% to $ 6 in less than three months.

Joby Aviation aims to market electric vertical takeoff and landing aircraft (Evtols). In lay terms, flying electric taxis that take off vertically and travel without emissions in almost silence.

Joby's plane can currently make a 100 mile trip at speeds up to 200 mph. But it is still working for complete certification, which means that there is a lot of regulatory and operational risk here.

However, the company is progressing quickly and hopes to start a commercial service in Dubai at the end of 2025 or early 2026. The first of the four 'vertiports' is currently being built at the Dubai International Airport. His goal is to excite four passengers to Palm Jumeirah Island in just 12 minutes instead of 45 minutes by car.

In the United Kingdom, Joby has associated with Virgin Atlantic to implement air taxis, starting with regional and municipal connections of the airline centers at Heathrow and Manchester airport.

Yesterday (March 31), China became the first country to approve commercial air taxis. So, instead of being merely science fiction, this is a new mass emerging market.

Joby has more than $ 1 billion in cash to finance its commercial launch, but the action is still in the high -risk and high reward category.