MHh
07-09
I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand.


I think Uber will be limited by the many competitors and its lack of entry to certain markets.


I don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX.


RCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel.


So, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. @SR050321 @LuckyPiggie @DiAngel @Wayneqq @Success88 @Universe宇宙 @Kaixiang @SPOT_ON @HelenJanet @Fenger1188
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Comments

  • JimmyHua
    07-10
    JimmyHua
    You’re spot on about tech and AI riding the rate-cut wave, but competition and economic fears will definitely keep some sectors in check.
    • MHh
      Yes and within each sector, some will shine while some will do badly
  • kooko
    07-10
    kooko
    I appreciate your insights on Oracle
    • MHh
      Thank you[Smile]
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