To The Moon

Yes, I feel, the current high geopolitical risk premium is a significant factor justifying further upside for gold & other precious metals in 2026. In the precious metals space, I think silver has more potential for stronger percentage gains, while gold can also be expected to perform well. Oil, however, faces a more bearish outlook due to a supply surplus if US manages to flood the market with Venezuelan & other sources. This along with expectations of central bank rate cuts and continued institutional buying, suggests potential for further price appreciation in gold, with some banks forecasting prices could reach $5,000 per ounce or higher in various scenarios. However, a sudden de-escalation of global tensions, which ideally would be welcome, could reduce this pre

$Tesla Motors(TSLA)$  

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

As such the rally in US bank stocks seems to be  driven by combination of resilient economic growth, a resurgence in capital markets activity, favorable regulatory and fiscal policies like Trump's OBBBA. The catch is trump's policies, or lack of it, could easily destabilise matters too.

Only one pick? Then it has to be $Micron Technology(MU)$ . On the contrary if I could pick $Barrick Mining Corporation(B)$  as well.