B — Tech Stocks. Energy has th-To The Moon - Tiger Brokers Online Investing Community

B — Tech Stocks.

Energy has the stronger near-term setup. Brent above $95 could boost cash flow and earnings expectations for producers like Exxon, Chevron and Woodside. But if I could hold only one sector through year-end, I’d choose tech.

Higher oil prices and rising Treasury yields are putting real pressure on high-growth stocks, especially expensive AI names. However, I see this as a valuation reset rather than the end of the AI cycle. Nvidia, Broadcom, Microsoft and other leaders continue to benefit from massive AI infrastructure spending, strong demand and expanding earnings power.

Energy is more dependent on geopolitics and the oil-price cycle. Tech has a broader structural growth story that can survive temporary macro pressure.

My pick: B — Tech. Energy may win the next few weeks, but I believe quality tech has the better risk-reward into year-end.

@TigerEvents [财迷]

Wednesday This or That

If you could only hold ONE through the end of the year, which would you pick? A: Gold B: Bitcoin Drop A or B below and tell us why 👇

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Brent above $95 could boost cash flow and earnings expectations for producers like Exxon, Chevron and Woodside. But if I could hold only one sector through year-end, I’d choose tech.\nHigher oil prices and rising Treasury yields are putting real pressure on high-growth stocks, especially expensive AI names. However, I see this as a valuation reset rather than the end of the AI cycle. Nvidia, Broadcom, Microsoft and other leaders continue to benefit from massive AI infrastructure spending, strong demand and expanding earnings power.\nEnergy is more dependent on geopolitics and the oil-price cycle. Tech has a broader structural growth story that can survive temporary macro pressure.\nMy pick: B — Tech. Energy may win the next few weeks, but I believe quality tech has the better risk-reward into year-end.\n<a href=\"https://ttm.financial/U/3527667667103859\"> @TigerEvents </a> [财迷]</body></html>","htmlText":"<html><head></head><body>B — Tech Stocks.\n\nEnergy has the stronger near-term setup. Brent above $95 could boost cash flow and earnings expectations for producers like Exxon, Chevron and Woodside. But if I could hold only one sector through year-end, I’d choose tech.\nHigher oil prices and rising Treasury yields are putting real pressure on high-growth stocks, especially expensive AI names. However, I see this as a valuation reset rather than the end of the AI cycle. Nvidia, Broadcom, Microsoft and other leaders continue to benefit from massive AI infrastructure spending, strong demand and expanding earnings power.\nEnergy is more dependent on geopolitics and the oil-price cycle. Tech has a broader structural growth story that can survive temporary macro pressure.\nMy pick: B — Tech. Energy may win the next few weeks, but I believe quality tech has the better risk-reward into year-end.\n<a href=\"https://ttm.financial/U/3527667667103859\"> @TigerEvents </a> [财迷]</body></html>","text":"B — Tech Stocks. Energy has the stronger near-term setup. Brent above $95 could boost cash flow and earnings expectations for producers like Exxon, Chevron and Woodside. But if I could hold only one sector through year-end, I’d choose tech. Higher oil prices and rising Treasury yields are putting real pressure on high-growth stocks, especially expensive AI names. However, I see this as a valuation reset rather than the end of the AI cycle. Nvidia, Broadcom, Microsoft and other leaders continue to benefit from massive AI infrastructure spending, strong demand and expanding earnings power. Energy is more dependent on geopolitics and the oil-price cycle. 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