Aug. 3 at 1:52 AM
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$BE RIOT CIFR CLSK WULF IREN CORZ KEEL HIVE CRCL CRWV APLD QS ACHR JOBY ONDS POET MXL AAOI ALAB ARM MRVL MU SNDK HPE Many high beta stocks have fallen apart over the last 3-6mos again under strong negative headwinds (rising interest rates, growing trade disparity, rising import tariffs, dissolution of USMCA, persistent war with Iran, commodity market instability). That said-look for one possible last push on Q2 earnings tailwind leading into the midterm elections. QC, Nuclear, Robotics, AI (Chips), Telecom/Space, AI infrastructure and software buildout, Crypto, EV and eVtoL are all areas to consider (IMO) near term, but understand the headwinds are pervasive, they have not disappeared and should deliver more future challenges inline with a 15-20% correction (IMO) on the broader market.
