Markets at all-time highs. Iran peace talks through Pakistani mediators. Oil falling. Apple up 3%.
Here is a prediction mapped out what the next 8 months look like if it stops making sense.
Week by week. Three scenarios. One of them ends ugly.
https://t.co/q11hu7zIV2
So the market is selling software due to believing that AI will replace them. The same market is selling AI companies due to skepticism on return on investment. Something doesn't add up here...🤔
$GE has reached my target price (330$) for the swing trade position. However I hesitate a bit to sell now:/ A potential settlement between Russia and US could get very lucrative for GE.🤔
New stock in my radar: $AECOM.
"Boring", but promising. Technical looks good. The fundamentals look solid. Current government motive on revitalizing production, plus the big investments on datacenters resonate well with the opportunity of interest. Currently around $100 🍀
Significant pullback on defence, space and rare earth. I see the main story is shifting towards the "boring" companies with solid balance sheets. But soon enough I believe great buying opportunities are around the corner.