I see the market at a clear style crossroads, and I’m leaning toward Financials leading near term. With rates staying higher, names like
$JPMorgan Chase(JPM)$ & Bank of America benefit from strong margins, while
$Cboe Volatility Index(VIX)$ supports trading desks like Goldman Sachs. This feels like a classic shift toward cash flow and stability.
That said, AI isn’t over—it’s just being tested. After NVIDIA GTC, the market wants real results. I’m watching $NVIDIA(NVDA)$ for pullbacks as potential entries, while $Broadcom(AVGO)$ shows the AI trade is broadening beyond GPUs.
My #11 pick is $Ondas Holdings Inc.(ONDS)$ . It’s a drone play tied to AI and automation, still under the radar. If execution improves, it has strong rerating potential as capital rotates beyond mega-cap AI. The key risk is execution and contract scaling, so I’ll be watching revenue traction closely.
@TigerPicks @TigerStars @Tiger_comments @TigerClub
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