Exposing the "Big Secret" for The Stock Market

Hinzugefügt: 2026-05-10

[00:00:00]So, I'm sure by now you probably have seen the stock market. You are going through a recordbreaking rally. I've been investing in the stock market over 10 years now and we've never seen anything like this before. This is a weekly candlestick chart of the NASDAQ on screen right now. You've never seen this kind of a just straight up and to the right rally. It's never happened before. So, what does that mean for markets going ahead? What can we expect over this summertime? What are the biggest catalysts that are coming that could move markets higher or lower? What should you be paying attention to? We're also going to talk about next year because I've been pretty straightforward with you guys on this channel. If you are buying stocks right now, you have to be buying them for December of this year for the post midterm election rally that we tend to see because after all, you never know what's going to happen right before a midterm election. Historically, you tend to fall. We're not doing that yet, but don't be surprised if it does happen. Now for next year, I think there is a lot to be excited about that is not priced into the markets. And I think there are some areas of the market markets that could offer lifechanging amounts of opportunity and money ultimately profits if you are positioning for them now. Because the fact of the matter is you only make money in the stock market when expectations are low and companies beat expectations. I guess they don't have to be low, but you need companies to massively beat expectations for you to make money, to get that multiple rerating, to get that EPS growth. And I think there's a lot of areas that could do exactly that over the next couple of years. Tom Lee has recently said that the next 18 to 24 months could be one of the strongest markets we have ever seen and will ever see in our lifetime. And I do sort of subscribe to that. in a way.

[00:02:10]We'll discuss it in today's episode.

[00:02:12]Before we get into all of that information, hit that like button as well as subscribe to the channel if you guys have not done so already. If you guys want to come trade and invest alongside of us, that link is down below in the description of today's episode.

[00:02:24]Because look, if you're watching this video, you're trying to make as much money as possible in the shortest amount of time possible. If you want a million or $2 million, something average by the time you're 75, just put your money into the S&P. You'll you'll do just fine. If you're trying to make a lot of money quickly, you you cannot be diversified.

[00:02:42]You have to own between five and 10 different stocks. Anything more than 10 is too much. Anything less than five is probably too little. Okay? So, sweet spot is probably seven, six, seven, eight stocks. That's what we do. We identify big winners in the markets, position for them before Wall Street understands the opportunity, and make a lot of money. Now, we have a lot of big winners over there. Things can change.

[00:03:11]Knock on wood. We've never lost on a high conviction large position. We've lost on trades. Sure, who gives a We've never lost in those big high conviction stocks. It's because of the work that we are putting in and the foresight that we have into the future.

[00:03:24]We're going to talk about all of that in today's episode. But if you guys want to be involved with us, that link is down below in the description of today's episode. Not a financial adviser, not your financial adviser, not a fortune teller. So you have to make the ultimate decision before you invest in a stock. I share the stocks. I share the thesis. I share the numbers. I share kind of the foresight and the vision for these companies. But it's up to you to make that ultimate choice. With that said, guys, let's get into some of these risk catalysts in the markets over the next six months. And I think I'm so excited to make this video because these are my favorite videos to watch where somebody just lays it all out for you, gives you their raw opinion, and it should help you kind of formulate your own opinion because you have your own opinion already on this market. After you hear mine, uh you could kind of get a different perspective on things. With that said, let me know down below in the comment section. What's your opinion on this market? What do you what are you looking forward to? What do you think is the you know biggest risks or things that Wall Street is overlooking? Okay, so first and foremost, what could go wrong or right for stocks in 2027? We're starting off this video with event risk catalyst. Number one thing that makes me nervous, it's not Nvidia earnings the end of May. Look, semiconductors have really dominated this market and because of their waiting in the S&P and the NASDAQ, the indexes have went straight up because of semiconductors. Nvidia is going to sell off after their earnings, even on blockbuster numbers. Don't be surprised. The time is is limited for semiconductors. I don't think we're going to have a crash or massive implosion of the AI trade. I think that money is going to shift to other areas.

[00:05:19]There's a lot of people that have asked like, "What's going on with software?

[00:05:22]What's going on with this stock or that stock?" Semiconductors have stolen the show. What makes me more nervous towards probably June or July are the big IPOs that are coming. We know of SpaceX, they're definitely coming. Enthropic, Open AI want to IPO as well this year.

[00:05:42]This makes me nervous because you are exit liquidity for early investors in those companies. Big money is not buying those IPOs. No way, shape or form. They already have positions in those companies. So you are the definition of exit liquidity. Okay. Now, the markets specifically like the NASDAQ, they're creating different rules for these companies because normally what happens is a small company IPOs.

[00:06:14]They get on the markets, they grow their business, they grow into these big companies. Normally, you don't have a trillion dollar IPO. That's never happened before. That is highly, highly unusual. So, what the NASDAQ is doing specifically is allowing for SpaceX to be included into the index around 15 days post IPO. This could limit some of the impact of you being exit liquidity because what's going to happen is all of those ETFs are going to have to buy SpaceX and that will take up some of the demand. Now, it is likely via SpaceX OpenAI Enthropic that about two to300 billion dollars needs to be raised.

[00:07:00]Okay?

[00:07:01]I don't know if retail has that kind of money that they're going to be putting in those IPOs. If those IPOs do poorly, that would be a a big problem, a big blow for sentiment in this market. Would it destroy the markets? I don't think so. But it would be a big blow. The stock market is $80 trillion. I think it's manageable, but there's a big question mark on this. So, if there's one thing I'm nervous about, it's not Iran, the the Iran war. It's not semiconductors rallying, even though I think they're going to chill out towards the end of May and that could actually be really good for other stocks.

[00:07:35]It is these IPOs because I don't think retail investors are just going to be happy being exit liquidity here. So, that makes me nervous. Okay. Number two, we are very likely to hear stimulus checks over the summer. Trump has to do something to gain the voter base back. This could spark inflation concerns, but I do believe would be a net positive for the stock market, assuming inflation is still coming down. We're going to have very important inflation data coming out in this upcoming week. And the consumer has been in a recession for years. A magical $500 check isn't going to spur so much demand you see inflation to give 200 million households each, let's say $500. They call it gas refund checks. I don't know what they're going to call it. JP Morgan came out with a note on this a couple of weeks ago and I think it's something that Trump is going to do. It would only cost a hundred billion dollars. Like some of those stimulus bills that we had back in 2020, 2021 were like 23 $3 trillion a piece. Crazy amounts of money. I don't think a hundred billion dollars is going to spark inflation concerns, but you could see the markets either take this good or bad. There could be certain areas like consumer cyclicals that do well on this.

[00:09:02]some areas that maybe don't do as well like small caps.

[00:09:07]It is very uncertain how the markets would respond to this, but I think it would be a far cry from inflation concern criteria. Like no matter how the markets respond to a $500 stimulus check, I think it's net bullish, net good, because $100 billion is not going to cause inflation. It's almost nothing in the grand scope of what we've dealt with and the kind of money printing money supply that we've dealt with over the past couple of years. Now, number three, there's a lot of people that think the economy will plummet into a recession. I have a highlighted here.

[00:09:41]Highly unlikely. This is highly highly unlikely. So if you hear anyone talking about recession right now, you have to question how they how deeply they understand economics. Okay?

[00:09:55]Because you're going to have a recession after heading out of an oil price shock.

[00:10:01]Look, the war with Iran's going to come to an end one way, shape, or form over the next couple of months.

[00:10:07]Trump has to get oil prices down. He's going to lose the midterms. That's what Trump cares about. He cares about his legacy, blah blah blah. Um, oil prices are going to come down. It's highly unlikely you head into a recession after oil prices come down. But the US economy doesn't just fall into recessions anymore. It's too big and diverse. If you even think about like 2008, 2009, well, if we had a mortgage crisis today, that maybe could push you into a recession, but we kind of already have a mortgage crisis today. What is the mortgage crisis today? the unaffordability crisis. But 70% of households net worths are tied into their home equity. Not their portfolios, not their 401ks, not their bank accounts. Okay?

[00:10:56]This is why the consumer partially has been in a recession for years because homes are not being sold. We are at a record low for home transactions.

[00:11:10]Okay. But I would make the argument that one, we're kind of already like 2008 today. Instead of the banks taking on massive losses and bailouts, consumers are just feeling the pain because they cannot sell their home even though they have all this equity. So that's comparable number one I would make. But comparable number two, 2008 was really the last recession we've ever seen. What is different today than 2008?

[00:11:36]What's different?

[00:11:38]What are you watching this video on?

[00:11:41]computer, a phone, the internet. The internet was in its baby days in 2008, 2009. The internet is now a a massive just encompassing area of this economy.

[00:11:58]The internet alone has diversified this economy so much so that it's I don't want to say impossible to have a recession, but it's very difficult. You need many things aligning.

[00:12:14]For an example, again, I think the consumer is in a recession. If AI wasn't here, if there was no big capex boom within AI, then you're getting closer to a recession like 2022. But even in 2022, we didn't have a recession. Now, I think the consumer is worse off today than they were in 2022. So, same consu consumer conditions today. Back in 2022, you'd probably be in a recession. But AI is here. That's not going away anytime soon. It's going to be very difficult to have a recession. Not I don't want to say impossible, but you need a lot of things to align almost perfectly to push this diverse economy into a recession.

[00:12:58]It's just the fact of the matter, right?

[00:13:00]If you are an aircraft carrier, it takes a long time to spin in a circle. Think about that in terms of the economy, right? It's massive. If you're in a little speedboat, paddle boat, you can turn pretty quickly. Okay. This economy is like a freaking cruise ship, like an aircraft carrier. It doesn't move much, good or bad. Okay. Uh, so that's important. There's a lot of people talking about recession, blah, blah, blah. Um, oil shock dissipates. Okay.

[00:13:30]This could go right. Oil heads back to around $70 a barrel and the consumer finds some relief. Oo. think it is highly likely that earnings continue to impress and that the current margin story driving higher earnings is going to continue. Outside of a recession, these earnings growth periods tend to be pretty consistent once they start, especially considering the companies that are driving the earnings are some of the best companies that have ever existed. Now, I put 5.2 here for the quote unquote AI bubble. I think this is something we have to talk about. I think over the next 5 to 10 years there are going to be areas that get kind of bubbly. Okay, what does that mean? Well, so what happened in 2000? This bubble was a lot of companies were reaching a terminal valuation that never existed.

[00:14:22]So what is a terminal valuation?

[00:14:24]Terminal valuation to me means the end valuation. Like what is Nvidia's terminal valuation? What is the highest that market cap will ever hit? Is it 10 trillion? Is it 20? Is it 30? Is it 50?

[00:14:37]100 trillion? We don't know. But today, Nvidia at, you know, fiveish trillion dollars is not an unreasonable terminal valuation, right? Like sure at certain times it'll get kind of bubbly.

[00:14:54]It's kind of bubbly right now.

[00:14:55]cyclicals, memory stocks, cyclical like semiconductors, um memory stocks, like that's kind of bubbly.

[00:15:05]Specifically, memory stocks. If if you want to put anything towards a bubble, it would be memory stocks. I think semiconductors are going to do just fine. And and there's there's a lot of reasons for the memory thing. People are going to look at pees and say, "Oh my god, microns on a 10 PE. How's it a bubble?"

[00:15:22]I can make a 20 minute long video on that. But basically, memory is so expensive right now because of a lot of supply constraints, especially coming from Samsung. You don't see a lot of people bullish on Samsung stock, right? Uh that's because they've had a lot of factory delays and problems bringing their newest memory products to market. So, as the AI boom, capex boom has continued. Samsung's kind of out of the game right now for the most part, um, some of their new factories coming online later this year, 2027. More supply will hit the markets.

[00:15:57]Pricing power will come down. That's why those stocks trade at I I think a SanDisk is at like a 4x forward PE. Um, they're pricing in that inevitable decline to earnings from pricing power going down. Now are some of those stocks maybe past their at their terminal values? I don't know. Nvidia, AMD, Intel, some of these other larger players. Like even if we did go through a cyclical decline of semiconductors, capex cycle peaked a little bit. I think you have physical AI, robotics, healthcare AI, all these things coming later down the line that will reignite that semiconductor trade. What does the timeline look like? I don't know. So again, back in 2000, you had pre-revenue companies with big promises that were hitting these terminal valuations that were crazy at the time that would have been a moonshot for them to actually reach. Like some of these companies were seeing valuations of, you know, multi-billion billions of dollars with no revenue, no real business plan to ever get there. I think right now it makes sense why people are bullish on semiconductors, especially in this market environment. But as the as the hype around semiconductors fades comes down, that money is going to rotate into other stocks that are seeing the earnings growth, that are seeing the AI story. A Tesla could benefit from that.

[00:17:25]Cyclicals, right? We're going to get into the certain categories here in just a moment, but I think a lot of people making the 1999 2000 analogy are going to be proven very wrong. Yes, some areas may look bubbly and fizzle out for a year or so. I wouldn't be surprised if semiconductors peak out some point this year and don't really do anything until like 2028.

[00:17:49]Are some people going to call that a bubble? Sure. Other areas will take that leadership.

[00:17:54]This is that was very important. We had to put this in this video because there's so many people concerned about a bubble right now. For some of you guys, if you're all all in semiconductors and you just don't ever move your portfolio, you know, it might feel like the bubble has popped if the rest of the markets rally and semiconductors do nothing for a year or so, right? But I don't think it's actually like the bubble popping in the way that people kind of put history together like back in the 2000s. Okay, so now we have two big risks for this market outside of what we already discussed. Number one, Trump goes crazy on China again. Trade war 3.0 seems unlikely to me, but anything's possible and that's just going to be a risk as Trump is president. Okay, that's just not going away and that's going to be a black cloud over the markets for a period. Biggest risk number two is AI capex budgets get slashed at hyperscalers this year. This seems highly unlikely considering they are all competing for a quote unquote new business class and unless they all cut simultaneously or at the same time someone is going to emerge as a big winner or big loser. So like again I don't think the semiconductor trade is at massive risk of imploding right I don't think capex budgets are going to be destroyed but like next year I don't think they're going to go up that much right that's where some of the stall speed might come from in semis and that's why if you're buying the memory stocks today Samsung gets their factories online capex only goes up maybe a little bit next year you could see some valuation compression in in in in semis and it might feel like the bubble has burst even though it it's not going to in my opinion. My bull case for 2027, there's six things that I have here listed. So, we're getting into 2027 now. Now, again, during a midterm election year, you tend to fall in the summertime. you tend to bottom late September, rally in October, and then head into one of the strongest, like the strongest period during a presidential four-year cycle, right? So, markets literally tend to V-shape recover after a summer correction. You tend to go like this during the summer. Chop around fall, hit October, skyrocket. Okay. 2027, I think a lot of things may align that really could propel this market.

[00:20:29]Number one, earnings accelerate further and broaden out. Again, the margin story is here to stay and it's only going to get more dramatic in 2027 in my view. We will likely start to price this in towards the end of this year after the midterms. Okay. Number two, less volatility from Trump.

[00:20:50]You have to have less volatility from Trump, you think, right? What other problems is he going to create? From a financial perspective, maybe Cuba's the big target next year. Markets aren't going to care because there's no financial impact from that. Okay. Uh so keep in mind like financial volatility from Trump should come down. I don't know what else Trump could do besides another trade war with China or something that could like massively threaten the markets. Number three, margin productivity story really kicks in. Number four, inflation falls more than expected. Two to four rate cuts by December of 2027. That's my outlook right now. I think from right now until the end of 2027, like 19 months away, we could be looking at two to four rate cuts by December 2027.

[00:21:37]Okay. Wall Street's not pricing in any rate cuts between now and December 2027.

[00:21:43]No rate cuts at all. there's a greater chance of a rate hike by the end of this year than a rate cut. I'm assuming the war with Iran ends. I'm assuming that oil comes down. I'm assuming that inflation continues to fall throughout the rest of this year and next year.

[00:21:58]Assuming that inflation is at least 2% or maybe less than that, uh by December 2027, federal funds rates at about three and a half% right now. Four rate cuts put you at about two and a half% on the federal funds rate. That's likely where uh the end terminal rate will be. I know the Fed and their dot plot says around 3% which only implies two more rate cuts total, but I think especially if we start to undershoot 2% inflation. If we're coming in at like one and a half% inflation, you could see four rate cuts.

[00:22:31]Any more than that would be a big surprise. Likely recession or weaker economy. That's not my expectation with the AI story that we have right now. So, two to four rate cuts seems uh pretty in line over the next 19 months in my opinion. Number five here, 10-year bond yields, treasury yields fall, driving real estate volumes and money market funds into the stock market. So, there's almost 12 trillion dollars in money markets right now. There used to be a saying on Wall Street called TINA.

[00:23:04]I've talked about this on the channel.

[00:23:06]There is no alternative or there is no other alternative to stocks, right? You had to be in stocks because you didn't get paid anything in bonds. Well, the past couple of years, people have put a lot of money into bonds because there is an alternative.

[00:23:24]Especially if this situation arrives, inflation comes down, productivity, AI story is alive and well, and 10-year Treasury yields come down, you're going to see a lot of money go into the markets. Now, the stock market's about $80 trillion. If a couple trillion dollars came into the markets from money market funds, that would have a huge impact on the stock market. Okay? Well, real estate, if rates come down, real estate's going to begin transacting again. And that could be a multiundred billion dollar boost to the consumer side of this economy. And look, when you're seeing productivity gains from AI, when you're seeing innovation at lightning speeds like we are right now around AI, you can have a strong economy, a really strong economy, and have inflation at target or below target. It is possible and I think it it's actually going to happen. Okay. Um, which would drive the craziest rally you've ever seen. It's not all going to be equal. Some areas are going to do better than others, but I think it could drive a crazy rally. And number six here, that kind of goes in line with everything else that we've talked about.

[00:24:43]The consumer comes out of a recession.

[00:24:47]Okay, the consumer has money again.

[00:24:50][laughter] Um, you know, this could all start to play out in 2027 in my view. So, now let's move into some of the areas that I think are going to be the biggest winners. So, for 2027, I have six areas. These are in chronological order. So, these are the the sector groups and the areas that I am most bullish on. So, number one, I'm most bullish on. Number six, I'm least bullish on, but still bullish. Okay, hopefully that makes sense. So, best areas to invest to be investing in for 2027. These are the areas you have to be investing in now because these are the areas people are not bullish on right now. So, again, back to what we said earlier, if you want to make money in the markets, you have to have some foresight here to see what is coming, to position ahead of time. If you're buying semiconductors today, don't be surprised if you don't make money in the next year or two because everyone's bullish on semiconductors.

[00:25:50]Once you hear about something, it's probably not a great time to invest in it. Just as a general rule of thumb, when your barber is telling you about a crypto, a stock, your Uber driver, your mom's like, "Oh my gosh, look at GameStop. Look at Bitcoin." It's probably not an ideal moment to take a short-term investing outlook. If you want to own semiconductors for the next 10 years, by all means, go buy them.

[00:26:19]But if you only want to own them for 6 months and you're not prepared to watch them come down 20, 30%.

[00:26:26]Don't buy them. Okay?

[00:26:29]So, number one, consumer cyclicals and discretionary. They benefit from lower oil. They benefit from a stronger economy. They benefit from rate cuts.

[00:26:38]They benefit from lame duck president.

[00:26:41]They basically benefit from the entire bull case that I have listed here. My expectation for 2027, they benefit from everything. Okay. Um, easy area to be bullish on. And I'm so bullish on consumer cyclicals and discretionary because nobody else is.

[00:27:01]Everyone hates consumer cyclicals and discretionary. They don't have any foresight. Wall Street, they only care about what is happening today. What is what is going to happen in the future is not even in their vocabulary.

[00:27:16]This is why in the trading community, we've identified so many big winners.

[00:27:21]You know, I bought the Palanteer IPO. I bought Apply Digital at $3 last year.

[00:27:25]It's $45 today, $40ome dollars today. I bought Nebius at $22 a share. Yeah, I know a lot of people ask. I sold it at like 50. My bad, dude. Like, like I should have held that one. bought at 22, it's 150 today. There are some people that bought that stock when I did at 22 that still own it. Okay, I'm I'm not going to know exactly when to sell a stock, but I have a pretty good idea of when to position into them. Okay, that link is down below in the description of today's episode again if you guys want to come join. Um, number two, software.

[00:27:58]Some some software stocks will be some of the biggest AI winners, period. Some software stocks today are going to make, you know, Intel, AMD, Micron look like chump change over the next 5 to 10 years because of how beaten down they are, right? Nobody likes software, but some of those stocks will be some of the biggest AI winners, period. And I think by next year, by the end of this year, we're going to have a pretty good idea of what the winners and the losers look like or who they are. I encourage you to look at software companies on an individual basis. Okay.

[00:28:40]Number three, financials. They benefit from a stronger economy, more AI lending. They benefit from basically everything we're talking about for my bull case for 2027.

[00:28:52]real estate transactions, AI continuing to grow, consumer getting stronger, financials, easy winner. Okay. Uh, so I guess like cyclicals, software, financials, like you could all you could group them all in the number one category, right? That that's that's where I'm like most bullish on all three of those areas. Number four is real estate. I put real estate at number four because it's not as cleancut. Okay? Each company is going to be a little bit different in how they make money or they they execute on this. Okay. Real estate, if rates come down, you should see prices come down a little bit. Now, banks, they're generally going to benefit from transactional volumes. Real estate, like some of the homebuilders, what happens if prices come down?

[00:29:41]Because price and yield tend to have an inverse relationship. So yields go up, prices tend to come down, yields go down, prices tend to go down. But you might be in an environment, a really disinflationary environment where real estate prices just don't go up for a while. So some of the homebuilders, they might have more pressure on them than not. And it's not like home builders are trading at a big discount.

[00:30:04]I just looked recently and some of those stocks are near highs. I think some of the good news expectations probably priced in, but I could get behind real estate doing okay. Number five, select data center companies. I think better than semiconductors are the data centers because there's going to be that compute demand from the next layer, right? Even if all else fails, capex budgets get cut. You're going to see select data center companies have a lot of demand.

[00:30:36]That's just going to be the case.

[00:30:38]They're not all created equal. I really only like Core Scientific right now because I think it's just overlooked. It hasn't really moved in years and they are in this rapid repositioning into a high performance compute company uh from a Bitcoin miner. I think a lot of the other ones, Core, Nebius even, um they're very well known, they're very well-loved. There's not a whole lot of forwardlooking opportunity there.

[00:31:04]Whereas Core Scientific, that's the one I'm really referencing here, could have a double, triple, or more um over the next, you know, year or two. Number six is high dividend stocks. This might surprise a lot of people, but if if Treasury yields pay you 4% and a dividend stock pays 6%, 7%, there's not a lot of incentive to take on that risk in a dividend stock. The higher the dividend, the dividend payout is in a dividend stock, intuitively, the more risk you're taking on, right? The higher the risk, the higher reward. The higher the yield, the higher risk. It's always the case. Okay? But if, let's say, AT&T pays you an 8% dividend, and now 10ear Treasury yields are back to 2 and a.5%.

[00:31:56]It makes more sense to buy AT&T at an 8% dividend. You could see that dividend come down because the stock goes up from 8% down to 6%. Or 8% down to 4%. If that happened and it's not because the company raised the dividend, if the dividend goes from 8% down to four, that means the stock doubled, right? If 10ear Treasury yields are paying you 2 and a half%, that could happen to a lot of those dividend stocks. So, high dividend stocks, you want to be careful about this. They're not all created equal. Uh, these could be areas that also do well in 2027 if you wanted something outside of AI or blah blah blah. Uh, I got a couple of tips for you as well. Focus on companies with multiple expansion potential and upside earning surprises.

[00:32:43]Simply simple as that. That's what you need to focus on right now. What stocks could have multiple expansion over the next year or two because they surprised to the upside on earnings? I think a lot of a couple software companies fit this bill. A lot of consumer discretionary consumer cyclicals fit this bill. I think some financials fit this bill as well. Uh be very wary of the capex cycle. A a lot of the hype could change in one headline.

[00:33:13]I'm not expecting capex budgets to get cut this year, but I'm a little nervous that next year they don't go up. They don't go up that much. If that happens, again, money is going to go into other areas. Semiconductors, the capex trade might take. Don't be surprised if semiconductors are down next year and the rest of the markets do really well.

[00:33:35]If you're all in semiconductors, you're going to feel some pain if that happens.

[00:33:41]Not a guarantee. It could happen though.

[00:33:43]So, be wary of the capex cycle. Um, again, I say here, I don't think this is a bubble. Some areas will bubble up, but AI is real and that money will rotate from time to time into the biggest winning sectors. Right now, it's semis.

[00:33:58]Next year, it might be software, it might be financials, it might be cyclicals, it might be areas of industrials. Again, back to the areas I would not touch with a 10-ft pole.

[00:34:09]Consumer defensives are one of them.

[00:34:12]Energy is another one. Utilities are another one. Okay, the AI utilities, they've already priced it in. The AI industrial companies have already priced it in. Consumer defensives and energy, that's a recession trade. You don't want to be in that. A lot of healthc care stocks I would not own with a 10-ft pole. I don't think the riskreward in MAG 7 is very good. Microsoft I could get behind a little bit. Tesla I can really get behind. That's why I have it circled here. Okay, Tesla could be a big winner. software, financials, consumer consumer cyclicals, real estate, maybe some high yielding dividend stocks if they're in healthcare or wherever they are could be appetizing as well. But again, if you're looking for the highest potential upside opportunity, lowest downside risk, a misplacement in markets, software, number one, tech excluding soft, tech excluding semis like an oracle, palenteer, cyber, block, something like that. Um, financials, cyclicals, those are easy, easy winners, I think, over the next year. So, let me know your thoughts on this down below in the comment section. Hit the like button as well as subscribe to the channel if you guys want to go more in-depth on this, see the stocks that we were actually investing in. That link is down below in the description of today's episode. Have a fantastic rest of your day and I will see you in the next