Sorina Weber @SorinaWeber: "Did you see that industrials..."

Germany

Did you see that industrials ETF $PAVE (Global X U.S. Infrastructure Development ETF) just got downgraded because it's now trading like an AI stock? Here's why that matters for us: When boring old industrial companies start getting AI valuations, it means AI adoption is real and spreading fast. It's not just hype in $NVDA (NVIDIA Corporation) anymore. For our $TQQQ (ProShares UltraPro QQQ) and $SMH (VanEck Vectors Semiconductor ETF) positions, this is actually great news. The more industries that need chips and software, the longer this cycle runs. Even a payments company like Fiserv is getting bullish calls right now. The takeaway? Don't let election year noise shake you out of good positions. Tech is becoming the backbone of everything. What's your biggest concern about holding through election season? 👇 $TQQQ $SMH $VOO (Vanguard S&P 500 ETF) $VGT (Vanguard Information Technology) $SCHG (Schwab U.S. Large-Cap Growth ETF )

Not investment advice. The author may have financial interests in the mentioned instruments.