Dear Members,
As predicted, both Crypto and Markets are moving higher. AI stocks continue to create remarkable wealth for believers in the AI theme—and they will keep doing well, as this powerful cycle that began two years ago accelerates further.
Today we recommend buying or adding AI-related stocks. Wednesday was a mixed Astro-day, yet the markets acted far better, which is always a positive sign. Remember: when markets remain positive on a negative Astro-day, it indicates strong momentum—unless they turn negative on a positive day. Our near-term targets remain Nasdaq 25,778 and S&P 6,968.
Metals acted opposite to expectations on the mixed cycle. We anticipate choppy moves Thursday, but if metals close mixed-to-positive on Thursday and Friday, it will be a highly bullish signal. Still, we advise booking profits in Gold and Platinum on higher sides. Gold above $3,888 for three consecutive closes can push prices to $3,989, while Silver remains on track toward our $49.38 target.
Thursday Strategy:
- Add positions in AI and market-related stocks (chips, power generation, data center plays).
- Avoid shorting Tech and Semiconductors.
- Continue adding DELL, MU, CRWV, NVDA, MSFT, CRDO, ALAB, ANET, and SOUN.
- Go aggressively long in USD and short major currencies.
- Hold long positions in 30-Year Bonds.
Sectors to Avoid:
- Stay away from Softs and Grains.
- Oil will remain weak—avoid.
- Gas may see gains—do not short.
Crypto: Stay long in Crypto, Crypto ETFs, and Crypto stocks. Our favorite list remains valid and will be reposted Monday.
Thanks & God Bless,
Mahendra Sharma