Dear Reader, Everyone seems to believe that AI is a miracle, but very few seem to understand what that “miracle” actually costs. All that we do know for certain is that AI isn’t free. The price tag for the technologies and infrastructure that enable AI will run into the trillions of dollars, but the payoff for this investment remains as inscrutable as a Delphic oracle. In other words, no one knows what they’ll actually get for the money. That kind of uncertainty is not comforting for the stock market. ➡️(Get the list of the specific stocks I recommend buying and the ones I believe you should sell right here, at no cost.) Imagine walking into a grocery store where no item showed a price tag, and you didn’t discover the total cost until you passed through the checkout line. Right now, AI is that grocery store. Tech companies of all sizes are loading their shopping carts with AI technology, without really knowing what the ultimate cost will be. They have no idea what the future returns on their investments might be, nor when they might arrive. ➡️ (See why Tesla (TSLA) is the biggest offender here – and grab the name of a company that’s a much better bet in the AI robotics race.) This kind of “buy now, figure it out later” approach may eventually cast a shadow over the priciest AI stocks…and cool the risk-taking that has been fueling today’s market. That’s why I recommend selling some of the stock market’s frothiest names and sectors (you can see my case against Nvidia and Tesla here– and buying stocks that offer a more compelling risk-reward proposition (like these three much more promising picks). And just last week, I issued a “Sell” list to my paid subscribers on eight of our open positions... - Liberty Energy Inc. (LBRT) – Up 31.6%
- TotalEnergies SE (TTE) – Up 51.2%
- Valero Energy Corp. (VLO) – Up 86.2%
- GE HealthCare Technologies (GEHC) – Up 7.4%
- HP Inc. (HPQ) – Down 13.5%
- Third Avenue Int’l Real Estate Value Fund (REIFX) – Up 13.6%
- Oracle Corp. (ORCL) – Up 27.3%
- Global X Uranium ETF (URA) – Up 53%
On average, my readers got to lock in 32.2% gains across this group of stocks – a hugely satisfying win for the week of Thanksgiving. However, I believe these 7 trade ideas could deliver an even bigger upside. And, better yet, I’ve released them all for free, including my full analysis, names and ticker symbols. Grab my latest recommendations right here at no cost. Sincerely,  Eric Fry Senior Macro-Investment Analyst, InvestorPlace P.S. Investing successfully during a bust phase in the stock market is not easy, but it is possible. During the dot.com bust, for example, I recommended selling, or selling short, dozens of high-flying tech stocks. But at the same time, I also recommended buying promising stocks in overlooked sectors like metals and mining, healthcare and tourism, as well as overlooked foreign markets. Many of those stocks racked up triple-digit gains, even while stocks like Amazon.com Inc., Intel, and Cisco were crumbling. I’ve been successfully issuing “Sell This, Buy That” trades for 30 years. Get my most recent list right here. |
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