Market has been rocky over past two weeks despite good earnings; government shutdown uncertainty and Fed decision creating pressure
Marley
Dale Smothers
Uncertainty from potential 5-week government shutdown and Fed decision causing current market pullback
Asking if still bullish given current volatility and rockiness
Marley
Dale Smothers
Still bullish - expects market to shake out with seasonal tailwinds and strong consumer spending
Dale Smothers
Predicting S&P 500 7000-7100 by year-end with pullbacks being bought up
Questioning AI hyperscaler spending and whether we're in domino scenario
Marley
Dale Smothers
AI trade has significant bubble with air likely to come out but not pop; in inning 6-7 of AI cycle
Asking for stock picks given cautious domino setup and macro uncertainty
Marley
Dale Smothers
Recommends HDV ETF for dividends, SPY for growth, Mag7 names Apple/Amazon, Royal Caribbean, gold via GLD, and Core Weave for AI/quantum