2 ideas from this batch

AI spending worries crush Big Tech while chip suppliers boom — long the real AI winners

The 'Magnificent Seven' tech giants lost $2.3 trillion in value in June because investors are questioning their massive AI spending. However, the physical chipmakers like Micron, Intel, and AMD just added $2 trillion in value during the exa

Middle East chaos disrupts global energy supply — accumulate oil and gas ETFs

A recent tanker attack in the Middle East has already pushed oil prices higher, but the situation is escalating. Reports indicate that QatarEnergy is withholding liquefied natural gas shipments to Italy until September due to the conflict.