Contrarian view (bullish on the market - especially tech stocks)

So I am thinking more and more about this market and so much of the negativity is due to the Trump tweet (or “truth”) of the day where he’s either amplifying his tariff talk or threatening one of our allies. The market overreacts and sells off great companies (e.g. NVDA today). But here’s what I think will happen:

Trump will announce that he’s come to a “beautiful, glorious deal” with the EU, Canada, Mexico, etc. and talk about reducing the tariffs that both sides charge each other. This will make the market POP big time because it will promote free trade. It will be especially good for US technology companies who have been hectored by the EU and outright banned or censored in parts of Asia.

Trump will then work with Xi to create a better trade situation with China in the second half of 2025, where our technology companies IP are protected and the Chinese manufacturing sector is also protected (there’s a reason that 30% of the US’ good are produced in China). He will also relax the export restrictions on US technology, allowing companies like Nvidia and MU to sell the Hell out of China, which will lead to a big pop again.

Let’s face it, Trump has a huge ego. He’s not going to allow the stock market to tank in his first year. He ESPECIALLY is not going to allow it to tank tech stocks, where is he leaning so heavily on technology people like Musk, David Sacks and Peter Thiel. He even has a great relationship with Jensen Huang now.

That’s my theory. I think it will remain choppy for the next couple of quarters but by Q3 CY2025, things should be rocking and rolling. I am DCAing BIG TIME into some great stocks in the AI and energy sector until then, while the prices are still relatively attractive.