I’ve been talking a lot about the “Great Tech Reset” in recent weeks, and after what I’ve seen over the past few days, I’m even more optimistic about this outlook.
If you didn’t catch my presentation on this back on May 22, you can watch it here.
But since I’m seeing these themes accelerate even more just a few weeks later, I want to give you a quick run-down on what will be the biggest market drivers over the next 6-12 months…
The Great Chase is On
To put it mildly, the big money managers on Wall Street completely fumbled the market’s pullback earlier this year. They’ve only now started to cover their shorts, which is only adding fuel to this rally.
We’re seeing leadership come from the technology sector, which is normal out of a market bottom, but even more importantly, we’re seeing semiconductor stocks outperform notably.
This plays into the first of three “Great Tech Reset” themes through “Super Chip Technology.”
Here’s the thing, there is no artificial intelligence, quantum computing, or any other of these futuristic technologies without massive improvements in semiconductor capacity.
But the story goes deeper – how are we going to power this tech? Through pocket-size power, of course.
If you haven’t heard about small modular reactors, then you need to watch my presentation from May 22. This is an old technology that has become new again, and big tech companies are driving its demand.
Last, and certainly not least, is the autonomous revolution. Forget about the recent spat between Trump and Elon. Companies like Tesla are leading the charge in robotics and self-driving cars, and even companies like Waymo, which is owned by Google, is seeing massive growth in its services.
In summary, the market is pricing in the future NOW. And the best time to take advantage of these trends is NOW, because the crowd still hasn’t caught onto it yet.
I’ll let you know when these trends become saturated. Talk soon,
Gianni Di Poce
THEOTrade
