Bullish:

• 🟢 $TECH - Big tech companies are well-positioned to benefit from AI investments, with potential for improved margins and reasonable valuations, making them attractive investment opportunities.
  • “I think the offset is what's happening in AI, and you can already start hearing about the margin benefits that companies are gonna accrue from implementing these tools. And so I think that's what holds the markets together is the thought that margins will improve down the road for comp.” - Steve (8:39)
  • “But, you know and listen, you can express these bets in all the big name, right, and all the obvious name. They're not expensive. They're gonna be really major beneficiaries of their investments that they're making now and probably the winners” - Steve (10:07)
• 🟢 $PRIVATECREDIT - 🔒

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Bearish:

• 🔻 $EQUITIES - 🔒

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