Anita Gupta remains bullish on AI long-term despite recent pullbacks, citing strong earnings growth in tech and semis. She sees opportunities in healthcare, space, and quantum computing. Key risks include geopolitical tensions in the Middle East disrupting oil supply and causing inflation. She is positive on gold as a hedge and underweight the USD.
Yields
explicit
RUT
explicit
explicit
explicit
Wealth Bricks Capital Partners
7.8
Asset Manager
Anita Gupta 6.0
Asset Manager
Anita Gupta 6.0
6/5/2026 9:46:56 AM
dxy
We are overall a bit underweight the US dollar. We think it's going to give up some of these gains going forward into the year.
metals
We see more upside [in gold] because we see central banks continue to buy... gold increasingly becoming a reserve currency for central banks.
| 1/19/2026 12:07:16 PM | long term up | 62 days later | -16.39% | -16.39% |
ndx
I'm absolutely convinced about the path forward for AI for everything that goes into what we call the AI infrastructure trade that will continue.
wti
The closure of the Strait of Hormuz... about 11 million barrels less coming to the market at this point. That's critical for the global economy.
