Economic fears and concerns about AI excess have dropped the S&P 500 below its 50-day moving average, but I’m taking a contrarian view, using this as an opportunity to buy the dip.
One reason for my contrarian stance is that core elements of the AI narrative are holding up, specifically profitable nuclear energy and uranium related companies which power the infrastructure. I anticipate a Santa Claus rally as fickle investor sentiment recovers.
To prepare for 2026 and round out my individual stock-centric portfolio, I purchased the following ETFs:
Targeted Tech/AI Focus (High-Beta): ARTY, BOTZ, CIBR, QQQE, & ROBO
Broad Market Exposure (Diversification): EUSA, MDY, SPSM, & VEA
Bottom line, I might be wrong, invest with caution.
Learn more about Investable Wealth LLC at: About the Firm
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