Market Predictions
My expectations for the next 6-10 months and long term outlook for the next 5-10 years.
#Some Notes
Assumption: Trump doesn't do something stupid. Expecting a peak to happen around September and a gradual dip to occur after. Not all stocks part of a category are listed for brevity.
#Predictions
6 main industries to look at within the next ~8 months from March-April of 2026.
Semiconductors X Memory X Photonics (still lots of room to shoot up parabolically):
- $INTC, $NVDA, $AMD, $ARM
- $MU, $SNDK, $WDC
- $AAOI, $AEHR, $LITE, $MRVL
Space:
- $RKLB, $ASTS, $PL, $LUNR, + $SPCX if my sources are right; IPO roadshow on June 8 and S-1 filing before May 22
Drones (not as convinced as the others):
- $ONDS, $AVAV, $LMT
Neo Cloud/Al infrastructure (would take quite a while for them to shoot up parabolically and depends on new models at the frontier that are released soon):
- $IREN, $NBIS, $CRWV, $CIFR, $APLD
Mini waves:
Traditional SaaS companies we expect to perform poorly due to AI but perform well due to massive AI adoption:
- $TEAM, $DDOG, $SNOW, there are definitely more that I'm not aware of
Rare Earths:
- $USAR, $MP, $UUUU, $FCX