.@POTUS on Balogun's red card: "I've never seen anything like it. I saw the play... that wasn't a foul. That wasn’t even an infraction. That was two guys running full speed that happened to crash into each other... So yes, I asked for a review by FIFA."
SpaceX is currently the 6th largest US company with a market cap of $2.3 trillion. There are now a record 12 US publicly traded companies with a market cap above $1 trillion. $SPCX
The best positioned businesses across the AI-Infrastructure buildout stack.
Layer 1: Data centers
- $CRWV
- $IREN
- $ORCL
Top pick: $NBIS
Layer 2: Connectivity
- $AOI
- $ALAB
- $LITE
Top pick: $CRDO
Layer 3: Energy
- $OKLO
- $FLNC
- $EOSE
Top pick: $BE
Layer 4: Supply Bottlenecks
- $AXTI
- $IQE
- $COHR
Top pick: $WOLF
What are your top picks?
All these companies bring in more than $1 Million of PROFIT every 10 minutes
Google $GOOGL
Nvidia $NVDA
Microsoft $MSFT
Apple $AAPL
Saudi Aramco
Amazon $AMZN
Berkshire Hathaway $BRK.B
Meta Platforms $META
JPMorgan $JPM
Taiwan Semiconductor $TSM
The three major value groups are setting up for a synchronized breakout.
In Materials $XLB, it is no longer just about metals. Chemicals and agriculture stocks are starting to perk up as well.
In Energy $XLE, bellwethers like $XOM are already trading at new all-time highs, even as crude and distillates remain weak.
In Healthcare $XLV, the equal-weighted $RSPH broke out to new all-time highs earlier this year, and even the risk-on corners of biotech $XBI remain strong.
Rotation, as they say, is the lifeblood of any bull market. Sometimes it is messy, but right now it is clearly favoring the so called Value. More and more bullish patterns are resolving across these groups.
Barring the 2014 highs in Energy, the breakouts would put all three groups back at new highs in a synchronized fashion, threatening to shift leadership away from growthier, more offensive sectors.
These 6 sectors will greatly dominate the markets in 2026…
Space ~ $ASTS, $RKLB, $PL, $RDW
AI ~ $IREN, $NBIS, $ZETA
Healthcare ~ $NVO, $UNH, $OSCR
Drones ~ $ONDS
Robotics ~ $TSLA, $RR, $PATH
Energy ~ $EOSE
Do not miss out on these life changing opportunities available…