If gold hits $5000 before Feb, I would expect a healthy pullback as long as there isn't a strong signal for a nice upward momentum. Which leads me to side with Jeffries and Yardeni IF the former happens, however I expected it to dip earlier and then steady a little before hitting the $6000 around end of March or April at the earliest due to Spring Festival celebrations and a slower pace.
$Intel(INTC)$ I speculate range-bound, but I'm not convinced it will hit the +5%. As some tech stocks may start slowing down this time of year - or so I've noticed in the past within a similar financial climate (the instability of inter-global warfare, be it economic or by force or "pursuasion" notwithstanding)...
“If I could only hold ONE of these stocks through 2026, I’d pick $Celestica(CLS)$ because of it's long term potential. Profitability and overall financials look good and the company has great outlook and stamina possibilities. Looks like it may dip soon and then go up. Keen watcher of this stock now.”
$Applied Optoelectronics(AAOI)$ Thinking about the holiday season and the upcoming New Year (including Asia, specifically China/PRC), I'm going with bearish because of the usually somewhat slower pace and workforce during Spring Festival and Lantern Festival).