Here are my most controversial takes for this year:
1) Crypto returns will outperform AI returns from here on out (comparing
$MSTR to
$MU, etc.).
2) EV companies will make a comeback soon (such as
$RIVN,
$NIO, etc.)
3) Space stocks won't run HARD until both Robotics and AI stocks have ran. But I think humanoid robotics (such as
$TSLA, won't run hard compared to
$AMBA,
$VPG,
$AMBA)
4) AI enablers (such as
$MU,
$SIVE, and
$AAOI) will have one last pump after this consolidation, before going into a bear trend. And before the pump, we will slowly consolidate here, not have a V shaped recovery. The bottom is less than 15% away from these names. So, that means I think over 90% of the downward move is already in. We should go higher soon (such as for
$NBIS and those).
5) AI beneficiaries (such as
$ZETA,
$TEAM,
$NOW) and AI distributors (such
$AAPL,
$GOOGL,
$META) will both continue to increase in value even after the AI enabler sell off.
6) Once AI enablers go up in value, people will rotate over to the privacy thesis in crypto ($ZEC coded).
7) For overall company performance, I think
$COIN will outperform
$HOOD from here on out,
$COIN is at $167, and
$HOOD is at $95. But I think both will go up minimum 100%.
8) I think it's obvious people are hating on serenity and
$SIVE, yet I think
@aleabitoreddit will post another "Did you listen anon" post when
$SIVE breaks above all time high levels.
9)
$ASYS will be the next AI enabler to pull a
$SIVE type of run up (as it is very undervalued).
10)
$LYFT is a better investment than
$UBER here. But, both will go up 100%+ from here on out.
$LYFT is at $15,
$UBER is at $68.
Bookmark this and come back to see how well I do.
I also bet you at least 7/10 of these predictions will turn out right.
What are your guys' thoughts?