$GOLD - Gold reaching historic highs at $4,000/oz amid dollar weakness and fiscal/monetary concerns
$DATACTR - Data center spending is the primary driver of GDP growth, with the economy essentially flat excluding this sector
Bearish:
$PE - Private equity firms are failing to adopt AI technology and showing psychological resistance to innovation, unable to modernize their software infrastructure
$AI - AI adoption faces significant psychological resistance as people feel insecure and prefer to wait for others to deal with the technology
$AUTO - U.S. automakers face existential threat from Chinese EV manufacturers like BYD and would cease production without protectionist measures
$USD - Dollar experiencing one of its worst years with significant weakness in the currency basket