After all this hysteria about tariffs and whatnot are over, what sectors/stocks/business models/etc are going to excel in the Trump economy? It seems to me this coming week will prove to be a very good buying opportunity, and i have my usual suspects, but I'm wondering what elitetrader thinks? I'm 100% certain Trump and his people know which assets are going to skyrocket due to his policies he's enacting and are putting their money there.
INOD, PLTR, NVDA. In that order. Innodata has the most upside potential as it is just been profitable recently and with great growth perspectives as their customers are mostly the MAG7. Then PLTR has longterm lot of growth potential and Nvidia I do not have to say about. I see $200 both for PLTR and NVDA as price target for 2026 but with higher chance for Palantir. And INOD should be minimum $80 for end of 2025, but it could be also $140 if the current uptrend holds. On the maximum upper side it has price target for $240 but I find this bit optimistic but doable for the whole year 2026. They are all operating in the A.I. space. The minimum price target for 2026 I see is, $140 for INOD and PLTR and $170 for NVDA. And the maximum price target for whole 2026 I see is $240 for Innodata, $200 for Palantir and $200 for Nvidia. And if you want to hear an allocation, I would say do 50% INOD and 30% PLTR and 20% of that in NVDA. The best is, INOD is gonna beat every earnings estimate and has strong record to do so. So on every earnings date you could expect a jump upside for Innodata.
NVDA to 170-200 by 2026??? There is absolutely zero chance of those price targets hitting. Absolutely zero!!!!! Capex spending is going to plummet sending nvda down another 50% by end of 2025 early 2026. No way is nvda headed back to even 150 anytime soon. Tech is done with... nasdaq is rolling over and will fall below 10,000!
Well, I have a different opinion. I see 7000 points again in 2026 for the S&P500. In my recent other thread I rolled out the statistics I used it for this forecast too. Let's see who is right...The premise most are having now that there will be a full trade war, maybe for longer than a few years and a deep recession. But my opinion is, that Trump just want to make better deals has he already said it, that tariffs are just an instrument for better negotiations, so they won't last long. And with that there will be no severe deep or longer recession too and a mild recession with S&P500 at 5100 points is already fully priced in (which UBS bank and others said it too recently).
And you are upping the s&p forecast to 7000 points in 2026? Very very very bold move. Again zero chance of that happening...I will gladly come back to this forum in 2026 and show you the s&p will be under 4000 by then....I dont see any new highs at anytime until Trump is out ...im looking at new highs sometime around 2032... we are going into a deep recession and as long as tarriffs hang over this market we will be losing trillions a day in market value worldwide. Unless something dramatic changes over night for the best of every country in this trade war the trend is still down. Earnings will be cut, gdp will fall to 0%, consumer spending will grind to a halt.. this will create a long term drop for the s&p to 3000 or less. That will be the next buying opportunity for the next decade out!
you obviously don't "study" the data and news. china is the main exporter and xi has said many times they will not be backing down, not even to negotiate until we retract all the tariff and sanctions first dated back to 2018. mexican and vietnam are china's cutouts in the meantime, which became our importing countries. hope you don't lose money based on what cheetos says.
I do not think so at all. Musk has certain inofficial power and said he wants a zero tariff zone between EU and USA. So many countries are just negotiating right now to have a deal with Trump. If Trump loves one thing the most, then it is to make deals. He is Mister Dealmaker. And he will make deals like he has shown before (recently). And then there will be too much pressure if some or more countries have made a deal and why China is still not making any deals. So the pressure will be once so hard that China has no choice to negotiate too. XI will certainly to try this, maybe his persons below him are more hardliner, but XI has the absolute power in China and what he says will be done. So it is only matter of time the tariff thing will be solved. And then we have much more freezones than before and much better deals for USA. So why should be this bearish any longer for US stocks then ? It is always when the US stock markets tanks a lot that the world must go under, but this is not true (as we know from the past). There is still a tomorrow. The US ecomomy is the most resilient in the world.
As i said a few weeks ago China can retaliate much longer than the USA can hold out. They have more power in this trade war than the USA does....thats why if Trump doesn't back down it will be a continous downward spiral. I'm telling you now we are going to see people taking to the streets to protest once they see their retirement accounts cut in half. ...this is no joke. It's going to get serious and it could happen sooner than you think. When networths decline people react especially if it just drops continously which it will as the trade wars intensify.. I had one person on Thursday tell me they lost $30k in their retirement. They were around 40....Friday came at it was worse....in 2 days they lost over $50k. They asked how long before they see that money back, i said to be honest it will be many years before that money rolls back in, i said just keep cost averaging in and by the time you retire you'll have over a couple of million!!
elon is merely a businessman, in front of trump and xi, the pinnacle of two political orders. i'd add putin too but doesn't seem elon has interests in moscow. the trade war is between us and china. soxl is back to 2 years ago, tqqq halved. wait until 4200-4400, that level wasn't that long ago.