Vogi Stocks

Government emptying the tank because it realised it didn’t have enough for the debt and accepted defeat in the traditional sense. Maybe crypto will be the replacement system but this will likely be gradual and potentially volatile as profits from inflated assets slowly enter this area.

Pumping from the tank into markets and specific assets it deems necessary to manage the decline to stimulate borrowing and spending. Inflate value of assets to get a bag that gets hoarded to hedge against the real economy and real businesses not growing at all and making more profits.

Whatever government is emptying the tank on is what it deems as necessary for managing the decline even if they don’t make money those industries should be viewed as needing and receiving support.

Watching this market bubble form has been a rollercoaster. Balancing a risk off approach with AI and trend following has been extremely volatile. Traditional hedges are shifting and atypical asset classes are performing typically such as precious metals and crypto.

One major trend we noticed at the start of this bubble is particularly laser, optics, photonics, memory storage, high-speed networking, optical cables and such companies have seen the largest gains. It’s important to note that many of these companies are extremely volatile and now have P/E ratios from 50 to over 100 indicating investors are extremely optimistic.

While these technologies fall under the broader scope of the entire AI industry, we can further narrow down the group of outperformers as specifically tailored towards edge AI. I want to also note that given our research into quantum technologies earlier last year, we mentioned that these kinds of companies are the necessary…

In the lead‑up to Jerome Powell’s final speech as Fed Chair this morning, markets were uncertain and trending lower. However, his remarks signaled that the current cycle of rate cuts will continue, sparking sharp moves across assets closely tied to monetary policy decisions such as the 10 year rate, gold, the US dollar index, the S&P 500 and Bitcoin.