The author is bullish on US markets due to Trump's pre-midterm stimulus, and specifically
The author is bullish on US markets due to Trump's pre-midterm stimulus, and specifically calls out Wolfspeed (WOLF) for power semiconductors benefiting from 800 VDC acceleration, Lumentum (LITE) for optical components benefiting from indium phosphide trends, and a broad risk-on appetite following SPCX's successful IPO. They also note falling rate hike odds and crude oil futures as supportive macro factors.
“Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall… (South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile). But basically: Murica go brrrr.”Original post：X / @aleabitoreddit ↗