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two sectors to watch - if the fed lowers interest rates - you will see stocks like Builders First and Home Depot / Lowes do well. [Which is why Home Depot improved even after missing earnings] 2nd is the energy sector. AI takes considerable energy resources. That means that Companies that supply electricity and those that manage the resource. I have a client Vertiv that makes power switching systems for data centers - they have a 22 month backlog and can't make their systems fast enough.
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Current Whip: - 2003 996 Twin Turbo - 39K miles - Lapis Blue/Grey
Past: 1974 IROC (3.6) , 1987 Cabriolet (3.4) , 1990 C2 Targa, 1989 S2
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