Right now there’s a few main sectors that clearly have momentum, theme, and attention. Crypto and nuclear are all the buzz right now but I’m looking for what groups could emerge next.
*I do still think crypto and nuclear have upside ahead*
Quantum computing, space, biotech, and fintech are 4 groups of stocks I’m watching/have positions in and think may really wake up going into the end of this year.
A few names from each group I like:
Quantum Computing: $IONQ $QBTS $RGTI
Space: $RKLB $LUNR $IRDM $PL
Fintech: $UPST $AFRM $SQ $SOFI $PYPL $TOST
Biotech: $SAVA $VKTX $TGTX (think $XBI is the easier bet for most)
While it’s important to play what’s in front of you and what’s working I think it’s smart to keep an eye out for what could be setting up next.
All 4 groups are starting to perk up but haven’t fully broken out yet. Think we’re close.
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