$STABLES - Stablecoins are having a significant impact on short-term US Treasury yields, suggesting their growing importance in financial markets.
$AIINFRA - AI infrastructure companies are seen as crucial investments for national competitiveness and potential market growth.
$CRYPTO - Cryptocurrency is viewed as a key investment theme for beating inflation in the coming years, alongside other strategic sectors.
Bearish:
$HOUSING - The housing market is showing signs of instability, which could have significant implications for economic growth.
$CONSULTING - Large consulting firms are facing challenges, with recent layoffs and skepticism about their value proposition in the face of technological disruption.