Hey everyone!
Wanted to share my research about the current emerging themes in the market.
We all know AI memory, Neoclouds, Semis etc. They have been going for ages now and likely won't provide the greatest risk to reward ratios.
I am shifting my focus to Cybersecurity, especially companies that are "winning" the AI integration into their business such as PANW, CRWD, BB
Genomics is also a great theme to look into. Especially those that are into the AI drug discovery. I think this could be a huge breakthrough for the industry and a lot of stocks reflect that narrative in their price action, like ABSI. FinTech is also emerging. Companies like SEZL, DAVE, AFRM
https://preview.redd.it/6qfkt3lyvhah1.png?width=1715&format=png&auto=webp&s=6fc5af770c804793bccdd51a7b52d8c1b76af278
Since the down candle on the indices on 5th of June, markets seem to favor the Healthcare industry.
https://preview.redd.it/pqz2f78gxhah1.png?width=436&format=png&auto=webp&s=f68f0c8f23283b7544dcbd822d02f282a779c1eb
What are you watching right now? Would Love to exchange ideas!