Trading Themes
We have two major themes in the stock market right now that you need to be paying attention to. Letโs dive into it.
AI Power
We have seen the AI theme make explosive moves over the last year. Currently where traders are focused is on energy companies that are being used to power AI.
There is huge demand for power to support the rise of AI and it is being led by companies like VST CEG and NRG.
You can see these charts are breaking out once again. This theme is still intact and it is not too late to get involved (though you should look for a pullback to enter if possible).
Chinese Stocks
Chinese names are also still moving in a major way after China announced a massive investment in stimulating their economy as well as rate cuts.
You can simply trade a leveraged index fund like YINN above for broad exposure. Look at the volume coming in over the past week or so.
Something to keep an eye on in this space specifically are the FinTech names. I recommend names such as FUTU, QFIN, TIGR. These are all making outsized moves and overperforming other Chinese stocks.
For more on these trading themes and what I am trading, click here: