Jun. 15 at 1:12 PM
The rate hike probability for December has dropped. If a final peace deal is achieved within the next 60 days, oil will eventually tank below
$70, which will drive down USD and treasury yields and the rate cut probability will return.
I have been bullish during this AI super-bull cycle, and this ceasefire only strengthens that stance.
[HIGHEST CONVICTION AI PLAYS]
My highest convictions remain with the top chip stocks, especially memory makers and AI infrastructure data center builders for swing trades.
[HIGH RISK/REWARD SPECULATIVE SHORT TERM TRADES]
■ SMR nuclear energy
■ Quantum computing
■ Space
[LONG TERM INVESTMENTS]
■ Hyperscaler
■ Select enterprise software, particularly in the security sector
■ Housing sector
■ USD stablecoin
$TQQQ $SOXL $KORU $IGV $QPUX