What Opportunities and Risks is the Stock Market Offering?

A crypto push, a massive Golden Dome program, and the uncertainty of tariffs. The market is full of both risks and opportunities

I’m normally not a macro person. That doesn’t mean I don’t think it’s important, only that it’s unpredictable. I’d argue that predicting strong returns from Amazon, Microsoft, or Nvidia was easier than predicting the COVID crash or the 2008 recession. That’s exactly why I focus on micro analysis.

I don’t know exactly how the road will look, but I expect AMD, Nebius, or Tempus to be far bigger in 10 years than today, even though I don’t know which administration the United States will have or whether a recession will happen in that time.

That’s why I won’t try to make any specific prediction. Instead, I’ll give an overview of the current situation and highlight some key variables and trends to keep in mind.

Not necessarily to take action now, but to be prepared for what could come, as well as opportunities that are arising for the more avid investor.

Two extremely important crypto bills have just been passed, alongside two massive programs allocating hundreds of billions toward drones and anti‑missile defense.

This combination is creating the perfect environment for certain companies to capitalize on unprecedented government spending and the strong push toward crypto adoption and alternatives.

As an investor, you shouldn’t miss these generational opportunities.

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