I would go for memory (dram) and space (nasa). Memory is a safe bet to avoid any mess, space will get a boost from spacex IPO. I don't trust energy and broad AI/ AI adjacent stuff to play the game by the rules.
Looks like it will not fall into bearish conditions though. But the biggest culprit for gold being sold likely is the expectations of rising interest rates in USA Just as stated, questions of fed independence makes this a funny proposition. Does Warsh do the correct thing to try and halt the impact of inflation, or does his spine liquefy and maintains (or decreases, as prez Trunp keeps asking for) interest rates [Surprised]
So Grok (the musk AI bot) has been shown to have poor usage rates by the US government, 3 out of 400 known examples of uses by the federal government. This will weigh down on expectations of the success of the AI part of spacex when it gets listed. Which further proves that AI as it is, is a gimmick and investors looking to pick up a piece of spacex have unrealistic views. The company will not succeed based on proper fundamentals and business dealings, but on the world's richest man having his hand in messing with world affairs, hoarding more wealth and being able to manipulate his stock prices. Spacex rockets being reusable has shook up the market, a huge win for the environment and a proof of concept that sustainability is a winning play, even on the biggest stage. But the company is sad
I think Walsh will might be bad news, I cannot believe that he will not concede when trump comes knocking, but I hope I am wrong. Let us see, but hopefully Powell staying on the board helps curtail some of the fallout
I think nvda being the leader of the herd will hold on the long term trend of climbing upwards. The slides now are just blips, the hype is too big and nvidia too well known to have any serious problems... that is until the AI bubble bursts
I think the biggest factor for trump is that he gets to be the one that spikes the shares he buys, having that exclusive first mover advantage works wonders (and common investors can only hope they catch on quickly enough). It might hint at what companies could be the next big hit (considering the white house gets about the freshest and juiciest information), since everyone wants to strike it rich on the next big player, so maybe Dell (and other hardware) is really the play to make?
The big3 are always reliable, but DBS stands out, it barely broke a sweat while UOB seems to have stumbled slightly, so investors went wild and shot the stock price even higher
wow... that 19% for amd, everyone's a millionaire now! [Miser] The AI bull rush will never fail to amaze. Everyone acts like the small gains by nvda are pathetic, but that's in contrast to the recent surges by intel and amd, just the past few years and nvda grew 200%... greed knows no bounds
Dead cat. Crypto likely is making some gains from the general optimism that Iran US war will resolve, but this is absolutely not the market for crypto, not when AI is so hot and the bubble is ongoing. Can't remember the news, but even those crypto companies are changing their approach. Has to be a dead cat, at least for a couple of years.