@FeroceResearch

Feroce Research real-time portfolio just had some major changes today Looking forward to view the results in the future as the thematic portfolio is being repositioned to take advantage of the next 6 months Use code: “FEROCE50” on the 1-month plan for 50% OFF during your first month, Completely risk-free before full price commitment https://t.co/8rKPZJpeb5

Semis are not the only companies benefiting from AI becoming complex I believe a very common theme for the foreseeable future will be that the market starts pricing in software companies which truly benefit from inference and agentic ai Fear of hyperscalers pulling back on capex next year will present an opportunity for Cloud Observability and Cybersecurity names like never before In fact, we are already seeing this with $CRWD $PANW $DDOG ripping into ATHs ,and quantitatively still getting call buyers pricing them higher by another 50-100% in the upcoming weeks

The bearish divergence that the semi bros don't want people knowing about $SMH $SOXL https://t.co/mV3l5VnM6Q

Market gives you plenty of opportunities to be a contrarian which in hindsight becomes a no-brainer The beauty of being a thematic investor allows you to pick out as many contrarian opportunities one after the other I’ve made my stance pretty clear that Silver and Gold are my next big bet while everything else within the portfolio has run at record pace the past months to carry portfolio into ATHs

BlackBerry $BB has just closed and opened above its 200 monthly ema for this first time in history This is a legitimate trend change happening the last 2 months