US technology stocks offer massive upside over the next 30 years because technology is becoming the infrastructure under the rest of the economy, and the world will need more computing power in 10 years than today. AI spending flows through semiconductors, memory, networking, equipment, software and hardware; about 45% of this exposure sits in semiconductors and equipment. Per Wall Street, the 12-month target implies 23% upside. Corrections and bear markets will come, but this is buy and hold. … Show more

Gold faces continued selling pressure as GLD records its biggest weekly outflow since March. November seasonality often favors gold, but gold is still not bullish beyond a bounce. x.com  x.com 

Gold's failure to rise even after rates pulled back decently challenges the earlier high-rate explanation for its weakness. GLD is close to fresh 11-month lows and just closed at a new 14-month low relative to the S&P 500. Gold has trended down since its parabolic January peak. x.com  x.com 

Gold tends to perform poorly when liquidity contracts, while it performs best during recoveries. Gold looks likely to fall next year. x.com  x.com 

Gold has been in distribution all of 2026 and can stay there for years, so every rally should be sold. Money is rotating elsewhere, especially into semiconductors and crypto. x.com 

Gold has formed a multi-year top at $5.6K and won't return there before 2030. It is in a high-timeframe distribution phase, with trillions of dollars rotating out of gold into US equities, bitcoin and Chinese equities, fueling the next risk-on environment. Silver showed a classic blow-off top, and the same applies to gold. x.com 

Gold is the best protection against a big shock as the world economy feels more fragile than before. Bond yields, government debt, AI funding and the geopolitical situation are all concerning, so gold, rather than bonds, is the asset worth holding alongside stocks. x.com 

Gold is a hard asset worth buying while times are good, as protection against careers that AI could end at any moment. Anyone who has been doing well with stocks or crypto should move some into property and gold rather than push their luck. x.com 

Gold could rise 1.5-2x against the US dollar, with bitcoin potentially doubling against gold, leaving anyone not holding risk assets badly exposed. x.com 

Risk assets look set to rotate ahead of gold after four years in which US stocks, small caps, Ether and altcoins were all in a bear market against it. Gold ran past $5,000 and is now pausing on profit-taking and higher rates, often when everything else catches a bid. The S&P 500 priced in gold is bottoming at the 0.618 Fib, up about 8% this month in gold terms while down 7% in dollars; small caps are up 9% against gold, and bitcoin against gold likely bottomed at 13. x.com  x.com  x.com  x.com  … Show more