The Next Big Theme Could Be Drones

Good morning,Tigers! ☀️

The market is in a super weird spot right now.

Crypto is suddenly back from the dead, while $SPDR S&P 500 ETF Trust(SPY)$ remains choppy and directionless.

There’s no clear macro trend, and investors are being pulled in different directions by everything from Trump’s comments on Hyperliquid to the latest healthcare breakthroughs.

And the calendar isn’t helping. Midterms are approaching, Jackson Hole is next week, and $NVIDIA(NVDA)$ earnings are coming up.

It feels like the market has a lot on its mind at once.

That’s why, for me, this remains a theme picker’s market.

When the major indexes lack a clear direction, I’d rather focus on individual themes that have their own catalysts and momentum.

Crypto, healthcare and other pockets of the market can move independently even when $SPY goes nowhere. Crypto has already started showing that kind of rotation, with Bitcoin and crypto-related stocks surging this week.

Back in June, I said crypto would be the next theme to run.

That call is starting to play out.

So what’s next? 👀

I have high conviction that drones could be the next theme to run really, really hard.

Theme rotation matters more than index direction right now. 🚁📈

NFA, of course.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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👀</p>\n<p>I have <strong>high conviction that drones could be the next theme to run really, really hard.</strong></p>\n<p><strong>Theme rotation matters more than index direction right now.</strong> 🚁📈</p>\n<p>NFA, of course.</p></body></html>","htmlText":"<html><head></head><body><p>Good morning,Tigers! ☀️</p>\n<p>The market is in a <strong>super weird spot</strong> right now.</p>\n<p>Crypto is suddenly back from the dead, while <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"SPDR S&amp;P 500 ETF Trust\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <strong> remains choppy and directionless</strong>.</p>\n<p>There’s no clear macro trend, and investors are being pulled in different directions by everything from Trump’s comments on Hyperliquid to the latest healthcare breakthroughs.</p>\n<p>And the calendar isn’t helping. <strong>Midterms are approaching, Jackson Hole is next week, and </strong> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <strong> earnings are coming up.</strong></p>\n<p>It feels like the market has <strong>a lot on its mind at once</strong>.</p>\n<p>That’s why, for me, this remains a <strong>theme picker’s market</strong>.</p>\n<p>When the major indexes lack a clear direction, I’d rather focus on individual themes that have their own catalysts and momentum.</p>\n<p><strong>Crypto, healthcare and other pockets of the market can move independently even when $SPY goes nowhere.</strong> Crypto has already started showing that kind of rotation, with Bitcoin and crypto-related stocks surging this week.</p>\n<p>Back in June, I said <strong>crypto would be the next theme to run.</strong></p>\n<p>That call is starting to play out.</p>\n<p>So what’s next? 👀</p>\n<p>I have <strong>high conviction that drones could be the next theme to run really, really hard.</strong></p>\n<p><strong>Theme rotation matters more than index direction right now.</strong> 🚁📈</p>\n<p>NFA, of course.</p></body></html>","text":"Good morning,Tigers! ☀️ The market is in a super weird spot right now. 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