Also people seem to forget that the market isn't the economy. So even if we or the US are headed for a recession, that doesn't necessarily means bad news for stocks.
Things are hard enough to predict when the US leadership is stable, it's pretty much impossible to get a good forecast for the short term now
well you didn't think the equity market was based on fair trade and equal information did you? lol
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Tariff war is a sham. Trump really wants to annex Canada and Greenland. I pulled out of market a while ago as US has created complete instability in the world.
I don't know if it's necessarily a tarif play, but I'm looking at AMD personally. The stock is on sale at 50% of it's 52w high. Do your own research, of course, this is not financial advice. I'm looking at a 50% return in the coming years, once i get it I'll probably get out. It could be a falling knife, but to me it's a very interesting price right now for one of the top chipmakers. Of course, it's not as sexy as Nvidia in terms of AI potential, but it might get there eventually. Being a gaming enthusiast, I know they provide some of the best processors on the market right now, with Intel shitting the bed, and their new GPU line is decent, they've given up on competing on the higher echelon with Nvidia until they improve their product, so they're going for a better bang for buck option in the midrange and eventually volume. If they can somehow repeat what they did on the processors side, I see a good return on the stock. FWIW, I'm going at most with 2% of my PF in this. If it crashes, it's not a big deal me, even if it explodes up, won't matter in the grand schemes of things.
As of now it's really mostly just a car company. Whatever all those things will ever materialize with them as a leader is a big question mark. It's often not the company that sells a new technology as a dream in advance that ends up being the one dominating the market. Google was kind of late to the party in most things they did (search engine, smart phone) but still ended up on top leaving the other companies behind (Blackberry, Palm, Excite, Altavista, ...). Elon looks very unstable and come across as dumb in all interviews i see of him so i would not bet on any of his companies personally.
Euro defense companies, albeit, they have run up some but it'll likely be in a long term upswing as the EU finally realized that depending on the US is a dumb idea. They have already announced but will likely be trying to fully move away from buying US military goods. With that said, Canadian defense companies (what little we have) might also be interesting but certainly still risky.
They should be starting to test their robots (if not already) inside the factories which would rapidly speed up actual roll-out.
