$ALL - Insurance companies like Allstate and Progressive look really cheap after high-beta assets have run up, presenting a rotation opportunity into value stocks
$BTC - Institutional sentiment toward crypto has never been more positive based on conversations with financial advisers and wealth management networks, contrasting with negative crypto Twitter sentiment
$DEFI - DeFi is demonstrating its superiority over traditional infrastructure as clients cross over from TradFi to crypto, showing how much better and more powerful DeFi solutions are
$XRP - Ripple is underestimated by the market given their strategic acquisitions, strong capital position, and $130B market cap comparable to major exchanges
Bearish:
$USDT - Tether faces margin compression as distributors and consumers gain negotiating power and will force profit-sharing arrangements, sucking profit out of the company
$QUANTUM - Quantum computing stocks have shot up meteorically and are showing signs of distribution, suggesting they're overextended and due for a pullback