Just some thoughts:
1. AI enablers will rally as they start to hit support in early September.
2. We will not get a September rate hike. The oil deal with Venezuela and relieved tensions on the Iran war will slowly bring oil prices down and ease macro fears.
3. Crypto will get a short-term pullback/consolidation before the next leg up.
4. Neoclouds and photonics will start to rally in 2027. Energy will start to rally in mid 2027 into 2028.
5. $NBIS will reach $500 minimum in 2027, and $SOFI will reach $30 minimum in 2027.
6. Memory will have a push as they start aggressively buying back shares in Q4 and early 2027.
7. SIVE will make a new ATH in early 2027, and faith in Serenity will be restored.
8. $BRUN, $SILC, and $TE are undervalued opportunities and will all run up at least 100% from here by EOY 2027.
9. Robinhood chain will continue to outperform the Solana in 2027.
@__Con_ style post here. 6 of these about be right.
NFA, DYOR
@doomer_world@__Con_ I agree but it’s more of a 2027 and 2028 ramp IMO as stuff like memory starts to plateau and money starts flowing into other bottlenecks