There’s no doubt Nvidia (NVDA) will go down as one of the most successful tech stories of the 21st century.
For two years, we’ve watched them smash earnings expectations again… and again… and again.
At this point, though, the trade is running out of steam. It’s reaching its peak. After all, it’s a $3.5 trillion stock. That means it would take another trillion-plus of market capitalization just to get another 30% bump in the share price!
But, naturally, people are going to be distracted by Nvidia for months – possibly years – to come. More savvy market participants are moving into semiconductors… but they’re barking up the wrong tree, too.
My take? The trade to focus on is the one no one wants to touch…
Like it or not, Donald Trump is heading back to the White House. And this time around, he has the judicial and legislative leverage to accomplish a lot of his agenda…
And at the top of that list is taking a chainsaw to regulation. That’s going to open up a lot of possibilities…
For instance, rare earth minerals could be in play, as could agriculture stocks.
But the area that’s really piquing my interest is oil services – and my top ticker there is OIH, an oil services ETF.
The companies in this fund don’t pull oil out of the ground, but they get paid by those who do…
Because if you’re going to “drill, baby, drill,” well, you’re going to have to buy the drills from someone.
The sector has underperformed since 2005. There are a lot of reasons for that… but there’s been a recent trend change, and I’ll be watching this ticker closely heading into 2025. Some other names in this sector to keep an eye on include Diamond Offshore Drilling (DO) and Transocean (RIG).
There’s more to the energy story, too. As you probably know, the power demands being generated by AI are absolutely unsustainable without alternative solutions – including nuclear.
Energy Fuels (UUUU) is a uranium stock I’ve been watching for a while, and it looks to be setting up for a potential breakout. Another tangential AI play I like right now is Lumen (LUMN), a Louisiana firm that provides fiber and power connections to AI companies.
These are just some of the investing themes and opportunities I’m excited about as 2025 approaches. And the best part is I have an advantage that 99% of other investors don’t – one that has helped us find recent wins of 366%, 510%, and 683%…
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