$Qualcomm(QCOM)$  Connecting the Future Beyond Smartphones, at an attractive valuation after the recent sell-off in semiconductors Qualcomm (NASDAQ: QCOM) is best known for its leadership in the smartphone market, where it powers approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. However, as smartphone growth stabilizes, Qualcomm’s diversification into other high-growth sectors paints an exciting picture for its future. --- 1. Automotive Evolution Qualcomm is revolutionizing the automotive industry, working with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis powers cutting-edge features like autonomous driving, connected infotainment, a

$Invesco KBW Bank ETF(KBWB)$  

【Voting Post】Long-term outlook:  Bull Case for Japan, Canada, and Israel in a Post-Tariff World, during a US-centred disinflation + rate cuts $iShares MSCI Japan ETF(EWJ)$   $iShares MSCI Canada ETF(EWC)$  $iShares MSCI Israel ETF(EIS)$   If the U.S. were to enact steep tariffs—10-20% for most countries and 60% for China—it would radically reshape global trade dynamics, creating a unique bull case for markets in Japan, Canada, and Israel. Here’s why these countries could benefit the most: Japan 🇯🇵 With high tariffs on China, Japan would become an attractive alternative supplier for the U.S. and global markets, especially in tech

2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$   Buy$iShares Russell 2000 ETF(IWM)$   Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$   --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow

One of the strongest sectors at the moment $Consumer Discretionary Select Sector SPDR Fund(XLY)$  

One of the top performing countries YTD that no one seems to be talking about. ✨  $iShares MSCI South Africa ETF(EZA)$  

$Invesco KBW Bank ETF(KBWB)$  

$iShares Russell 2000 ETF(IWM)$  

$Invesco KBW Bank ETF(KBWB)$  

In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.

$Tesla Motors(TSLA)$  

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