Markets don’t like uncertainty, and with the midterm elections underway, I expect heavy volatility today and tomorrow. From Thursday onward, I think markets will stabilize somewhat, and high-beta names such as $NBIS , $CRDO , $FPS , $CRWV , and $SNDK could start building upward momentum. Several AI infrastructure companies, including $NBIS and $FPS , report earnings in the coming weeks. Their results and forward guidance will be key in determining the growth outlook for the sector. Longer term, I believe optics and power are positioned for significant growth in the months and years ahead. Not financial advice. Do your own research.
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