Investing Experts This unbelievably strong stock market
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Oct 19, 2025 Hardika Singh, an economic strategist at Fundstrat, discusses the surprising strength of the current stock market despite geopolitical tensions. She emphasizes the impact of AI on tech and utilities, revealing which small-cap stocks are thriving. Hardika explains the importance of buying the dip, and how recent economic data might already be priced in. She also shares insights on gold's unexpected rally and highlights the Global X Uranium ETF as a play on rising power demand. With a bullish outlook, she offers practical advice on stock valuation and long-term investing.
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Relentless AI-Driven Market Strength
- Hardika Singh is surprised by how strong the market is despite shutdowns, tariffs, and geopolitical tensions.
- She attributes strength to an AI-driven bull market that keeps pushing stocks higher.
Tech And Utilities Ride The Same AI Wave
- The biggest alpha is in tech and utilities because AI demand drives both chips and power generation.
- Utilities have become top performers due to data center and power needs tied to AI buildout.
From Bearish Vacation To Bullish Shift
- Hardika recounts being bearish during tariff headlines while on vacation in Mexico and seeing volatile markets after landing.
- That experience shifted her toward a more optimistic view as markets repeatedly recovered.