I believe 2024 will see a very different group of leadership to 2023. Falling rates should benefit Financials and Utilities. Of course AI will continue to be a theme which will benefit Technology, but the rally in Technology will not be restricted to the large cap names - rather, there should be many opportunities in the more beaten up names. One stock that I think could do well is $Zoom(ZM)$ . This stock has gone nowhere for a while despite consistently beating earnings, and their balance sheet as well as customer retention looks extremely strong. They are also the AI play that few people have been taking about.
Investing in the actual asset of Bitcoin should give the best performance, but one can certainly diversify by investing in miners and other crypto-related equities.
$Apple(AAPL)$ NVDA will certainly surpass AAPL, and has been looking that way for a while. Not that AAPL is a bad investment - there is still a lot of demand for their products. But AAPL might essentially act as a consumer staples company rather than a growth stock, unless they surprise us with their AI products.
$iShares Russell 2000 Value ETF(IWN)$ will likely have a very strong year as yields come down and these stocks are very under-owned. '23Q4 saw a lot of buying so it might cool down a little at this point, but Q2 onwards will likely see a breakout and should continue for the rest of '24. This ETF gives you exposure to regional banks which are making a lot of money, and also has a lot of defensive/cyclical sectors like industrials and healthcare.