To The Moon

We have correctly anticipated:

- the slide of BTC due to weak volume support

- the crash of Micron stocks due to price manipulation before earnings

- Price correction of AVGO

- Improved prospects of QCOM

- Challenges of Chinese stocks revival

Current outlook: Even with the rebound, the fear has not dissipated especially with a narrow market breadth, it still lacks a strong broader rally. 

This shows investors are holding back and treating the same 20-30 stocks as safe growth haven rather than having real confidence. We expect a dip coming as investors continue to test the market volatility and strength.

Our outlook on NVDA: A quick look at why Nvidia is the best stock to position in 2025.

Inflation fears and lower rate cuts: We have already seen in 2021, that AI and semiconductor industry has the strongest growth together with banking sector when rates are high. Investors had very unrealistic growth projections during a high rate environment should now better appreciate NVIDIA growth is still better than your bond yield.

Definitely don’t anticipate a negative market outlook in 2025 as Trump and Putin has shown prospect to ending the war. Ending the war will be a bigger boost to the global economy and US economy than the Feds rates cuts.

With the Feds considering the potential of Trump policies boosting the economy, it clearly shows that they are certain that Trump policies might have a  bigger impact than their rate cuts. That explains why they want the option to cut less.

We expect the market to be volatile during Trump's first year and that scoring a end to Ukraine war will have great impact on the global markets, while Chinese sanctions concerns are overblown, we expect a more cooperative environment between US, Russia and China that will help to stabilize the economy. Trump has already put a pause on TikTok ban.