$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ You can essentially build strategies around what's needed to keep AI spending going. $Advanced Micro Devices(AMD)$ needs to hit 600 for OpenAI to exercise warrants so they can sell and burn more cash.
I'd be surprised if we don't see 600 hit. The market, the economy, everything is a single point of failure.
If we run out of money to spend on AI capex, then the economic activity and all the debt built on it cracks.
And it's all happening during a light-volume holiday week. You can't make this up.
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