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…

After Apple announced 40% of their iPhones would be manufactured in India, 50% tariffs were placed India for buying Russian oil followed by 100% tariffs on foreign made chips. Apple was faced with additional 25% tariffs when selling foreign made iPhones into the US as part of trumps strategic moves to restore manufacturing power, ultimately forcing Apple to spend 600 billion on US manufacturing. The wave of companies mentioned in this announcement were COHR AMAT GFS GLW AMKR AVGO & TXN.

Predicting a wartime economy until at least 2026 looking at companies in ag, semis, energy, optical electronics, aerospace, advanced healthcare research/ biotech, advanced materials, energy/mineral commodities, water, waste, infrastructure, specialty industrial chemicals

Europes been doing well but is this the start of a new European stocks trend? This is big for European companies in ai and things related. I think trump is forcing allies to build out ai capabilities because China vs USA ai innovation is neck and neck and we need allied help. It’s similar to the internet where USA developed it first then shared it with the rest of the world and only then realized internets true value and ended up dominating. Our ai stocks are at all time highs indicating we have that dominance and are now striking deals by aug 1 tariffs deadline to share IP and software weights for training ai, they just need to build out the infrastructure to handle the ai. With that, European construction, energy/utility companies, water management companies , mining and materials , what else would benefit?

SP500 at all time highs with many stocks also reaching new peaks today. Lots of volatility remains but largely to the upside. Bitcoin is tapping all time highs reaching 110,000. At the same time, gold is also holding high while it’s dealing with a mean range of around 3300 as the US dollar remains below 98 on the DXY. After a few weeks of declining, the US 10 yr is beginning to creep up from 4.2s to above the 4.3 range which is bearish as the US debt financing creeps closer. Ongoing trade deals, like the most recent one with Vietnam, and an expected rate cut in September seem to be fueling the current rally. Trump announced today that he’s lifting restrictions for chip design software companies to work with China directly impacting synopsys, cadence and ansys. With tariff day coming on July 9 as the next major day to…