Equities 30 to 50% Fixed income 10 to 30% Alternative investment 15 to 30% Cash equivalents 5 to 15% Real assetd 5 to 29%

$SoFi Technologies Inc.(SOFI)$  could reach new highs. Top beneficiaries likely being growth oriented fintechs, tech giants and AI leaders 

Likely a short-term consolidation or minor pullback near current highs after the rate cut. Medium term outlook remains bullish 

$Oracle(ORCL)$  $350 is possible but it's not guaranteed. There are downside risks like execution, regulation and competition.

$CoreWeave, Inc.(CRWV)$ is still burning cash so it's not yet an AI giant, more like a strategically important customer 

1. Nvidia 2. Microsoft 3. Alphabet 4. Amazon 5. Apple 6. Meta 7. Tsla

Somewhat dovish. 6600

If execution goes well, it will definitely be a powerful new growth engine. The flip side is the heavy spending. Best to watch for clearer signs of monetisation before assuming " the best is yet to come"

There is still room for upside. Wait for ATH

Bottom fish could make sens around usd 20 to 25.

HK250 seems like a reasonable dip to buy

Bullish

$Argo Blockchain Plc(ARBK)$ bearish