The probability of a rate hike in December has dropped. If a final peace deal is reached within the next 60 days, oil could eventually fall below $70, which would likely drive down the USD and Treasury yields, and the probability of rate cuts would return.
I've been bullish throughout this AI super-bull cycle, and this ceasefire only strengthens that view.
My highest conviction remains with top-tier chip stocks, especially memory makers and AI infrastructure data center builders for swing trades.
For high-risk/high-reward speculative short-term trades, I'm looking at SMR nuclear energy, quantum computing, and space.
For long-term investments, I'm focusing on hyperscalers, select enterprise software (particularly in security), the housing sector, and USD stablecoins.
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