2 ideas from this batch

Mag 7 AI spending jitters hit mega-cap tech — back the chip suppliers instead

Goldman Sachs notes that we're seeing a generational surge in capital spending, which directly funds the chip suppliers. While the 'Mag 7' stocks lost $2.3 trillion in June due to doubts about their AI returns, investors are pivoting to the

Iran peace talks crush oil prices — load up on travel stocks before the boom

A successful Iran peace deal sends oil prices lower, which creates a double tailwind for travel stocks. First, lower jet fuel costs directly improve margins for cruise and travel operators. Second, falling oil is already pushing inflation d