2 ideas from this batch

AI chip demand is insatiable — ride the momentum in the companies making the factory equipment

The companies that actually build the equipment for computer chips are on fire right now. When these suppliers set new record highs all at once, it usually means the big tech companies are in a spending race to produce more AI chips. Becaus

Fed signals higher rates coming — bet against long-term government bonds

When the central bank signals that interest rates will climb, older bonds suddenly become worth less because new ones pay higher returns. Big money managers are currently rushing to dump their long-term government bonds. You can bet against