Hopeful stock market is delivering some surprising winners

I always thought that when the "magnificent seven" tyranny ended, money would go to the rest of the technology. Also, I didn't think there would be anything to invest from MAG 7. They would all be destroyed as part of a fund source movement. The club's name Nvidia would be grounded by President Donald Trump and China fears, as well as deepseek and restrictions. Nvidia was very good to be right to find the way to the new peaks, while it was on a high $ 80s of $. Microsoft, another portfolio member, drowned because Copilot would decrease. How can Microsoft's shares maintain their leadership thanks to the increase in Azure growth just a few percent of the growth? This enigma answer is something that I have started to agree with the calls to question the whole stock of stock collection: I start to think that the nature of buying the right stocks from the game book of some risk protection funds to a retail that breaks everything. I think it stems from the belief that most of them can be great for the stock market, because Trump is like him, because he opposes a fundamental belief against pro-business regulators and the business itself, including the small enterprises. I know that this appearance is cut on various lines, but to understand this incredibly complex market, the graphs with a comprehensive examination of more than a thousand graphics are based on themselves. So let's break with the pattern and see if my opinion can be based on examination. First, the open winner in this market, none of the bar, financial. Covers insurance companies. Includes regional banks. However, JPMorgan, Goldman Sachs, Morgan Stanley, Wells Fargo and Citigroup, such as the main branches and the newly assigned asset management giant Blackrock after fighting for a while. We have Goldman, Wells and Blackrock for the club. I cannot emphasize how important this movement is. They cover a large number of thoughts, a blessing of the likes we have not seen at the age, and they revolve around a expanded tendency, which contains a large number of expansion from the 14 to 15 -fold profit interval. How can this be possible? A few reasons: We begin to believe that the deep in the heart of the Biden administration is a core manager in agencies of the party's Bernie Sanders/Alexandria Ocasio-Cortez wing. It is a part that the party thinks that many traditional democrats have missed the apparatus and that they may be responsible for the discontent of bankers in the middle of the typical road that may be enthusiastic democratic supporters, but who go to Trump or who have never voted. These agency executives - the Federal Trade Commission and the Ministry of Justice did not like the institutional America imitating former President Joe Biden's former President Joe Biden, including the Federal Communication Commission and the Federal Communication Commission and the Federal Energy Regulatory Commission and others. As a person who followed Biden's career and knew him quite well at some point, I was shocked how much it has become. The nuclear group, which ruled the country in the last two years, may be antithetic against the positives of the work, as our history has recorded, perhaps even in the early years of Franklin D. Roosevelt administration, perhaps worse. Insulting the business was found in the former FTC chief Lina Khan, a 36 -year -old populist fire estimation, an anathem for work and trying to control every movement. He reminded me of a modern Mary rental. However, in essence, the consumer was almost exceeded by the consumer financial protection office behind the cleptocratic machine that has despised the banks he organized and lasted a wedge between the rich and the poor. We have seen nothing but a group of folds in the government without being disassembled for the fifth column within the government, since the 2008 financial crisis has been much higher than the financial crisis. With the anti -business wing where the Democrats are now crushed, we leave a bank bond that can print the following ways: Facilitating a wave of merger that will be among the strongest in history after being waiting due to Khan's harsh policies. The merger and inheritances contain a small handful of people in these banks, so that the profit margins will be enormous. A more forgiving "stress test" with an easy curve that will allow more money to be given more money from Federal Reserve. We have seen the beginning of this Friday evening and more reform may be on the road. I expect the first public offering market that will be busy and the companies belonging to many private capitals held in the balance sheets of these companies to be evacuated to the public. The wave of foreign buyers due to a weak dollar, the period between 1987-1989. They can't help them. There is a lot of stock -based compensation for young employees to remain special. A dramatic cost reduction by cutting the number of young partners specializing in receiving increasing arrangements and documents without writing the same document over and over again. Now this can be done by artificial intelligence. This new regime may take several years, and clearly, secondary bids will produce self -shrinkage before crushing the market. It is a breathtaking in power because it produces stocks breaks as I have never seen before. This includes money centers and investment banks, as well as credit card exporters such as Club Name Capital One and American Express. The second winner set: Data centers and all calculations. This movement is tectonic in nature because we have never seen such an industrial revolution before. Some want to compare it with internet ballooncuz. I see it as a space race between a range of companies that need to spend money to stay in the new productive AI game that can change everything from banking and self -drive to robots and buildings and ships construction. This is meta platforms for those counted, Amazon, Alphabet, Microsoft, Oracle and Tesla. We have Meta, Amazon and Microsoft for the club. It is the physical data center itself at the center of this technological revolution. It is based on semiconductors, not software, and this is a big change. If you look at software companies, especially corporate software, you will see stocks like Servicenow, Workday, Mongodb, Salesforce, Accenceure and Adobe. These are the stocks that make you feel really going against each other this year. There are some amazing names in this list. Compare these graphics with the performance of Club Name Eaton, Carrier, Johnson Controls and Emerson Electric; Or everything containing GE VERNOVA, Quanta services and really natural gas or nuclear energy; Or Coreweave and Nebius, as well as Vertiv, Cummins and Arm Holdings. These movements are incredibly strong. The money from the Enterprise software makes an analog devices, Kla Corp, Lam Research, Texas Instruments, Advanced Micro devices and Micron. The amount of money coming to the stock market investment funds that collects these segments is spectacular. Oh, and let me tell you again for the emphasis: Nvidia. Flex, Celestica and Jabel - with a small and amazing contract manufacturer group with the logic that challenges logic. There is no line on it yet, but a fascinating movement. And then there are companies that understand how to minimize their tariffs and are ready to roll on July 9, when Trump's 90 -day pause is set to fill. Then there are those who lost and there are so disgusting, I couldn't even deign them to think of them as a possibility in a fund: drugs, foods, consumer packaged products, retailers recovery of dollar stores, fast food (unlike fast daily) and oil and gases. These are clearly sources of funds, and no matter how large their returns are, they cannot be reliable. If you don't agree, take a look at Conagra and Campbell's. What does everything mean? This is a market in which discourse contradicts the whole day. We were stuck in the Fed speech - Should he cut it? - We are part of the disgusting misunderstanding game that continues in the professional discourse of that moment. These buyers and the stocks they buy do not care about what we are talking about "we", and I have to double my efforts to try to blind what I see as a radical error for risk protection funds, not the dominant chord of individual investors. Oh and remember, I am not even talking about young merchants gathered around stocks such as Coinbase, Robinhood and Michael Saylor's Bitcoin -oriented strategy. While this cohort cannot be ignored, they are more clear. It is part of a mixed, momentum -oriented class of momentum -oriented investors, managed by those who will take Palantir to 200 dollars, while in the meantime to a perfect speculative stock. And it goes to $ 200. Now, I read it as the value of the Fed speech. But I'm trying to pull the wires from my own brainwash, that's never easy. S&P 500 and not earnings, but the important thing is to return to the 1990s when there is stock collection; Not companies that do sales and something meaningful; Not companies that appeal to the corporate software mafia of code writers that can be eliminated by AI; Or those who do nothing but trade with S&P and a lot of stupid ETF. Will it be difficult to raise the fed interview that each exit finds that business journalism is a sacred bowl? No. Because those who follow and believe in it do not know Jack about individual stocks anyway. Learning them is a time -consuming anatem. Also, they don't know that their games are atavist. They do not see themselves as an obstacle to the new world performance. Business journalism has moved away from learning new stories - it is not a very difficult and time -consuming and still not the state of young researchers. They console themselves that they have followed the great seven drizzles and that they can talk to Tesla's best. To help the audience stay with us, the new manifesto is to learn the "big washed" of the stock stories, which are less than $ 100 billion in market value. There are investors who want to have Nvidia or the next Nvidia, and we should help find them by Golly, or we can cut the cord. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.