US Stocks prediction

Royston Yang: Before Buffett, I was the investing equivalent of a TikTok stock tipper-buying based on vibes and a Google search. Then the Oracle of Omaha dropped a mic drop on my ignorance: Stocks aren’t *things*; they’re *businesses*. Suddenly, I wasn’t just picking winners; I was dating companies. It was like swiping right on a soulmate… who also pays rent on time. Happy birthday to the guy who made me stop sounding like a broke college student in a Reddit thread.

SoFi has been on a rampage lately, devouring markets and spitting out profits like a rabid wolf tearing through a flock of sheep. Over the past three years, its share price has skyrocketed more than 300%, making early investors feel like they’ve cracked the cosmic code. But here we are, staring at $30 as if it’s the edge of a cliff, wondering whether jumping off will send us soaring-or plummeting into the abyss.

Alphabet (GOOG) (GOOGL) reigns as a colossus of the digital realm, its empire built on the twin pillars of Google Search and the ever-expanding Google Cloud. Critics whisper of generative AI as a storm in the distance, a threat to displace the old guard. But let us not mistake the horizon for a battlefield. Google Search, that “old-world” sentinel, still commands the field with a dominance honed over decades. Even as it weaves generative AI into its fabric-a union of machine and man-the algorithm’s pulse remains steady, its revenue rising 12% in Q2 alone.

The biggest reason I think IonQ can soar over the next few years is its quantum computing approach, which is less cost-intensive than that of some of its competitors. Because it could be cheaper to deploy and scale, it could give IonQ a massive advantage over its competitors, allowing it to capture a market that IonQ estimates could be worth $87 billion by 2035. (This is the same logic that convinced the ancient Greeks to build a wooden horse, which, incidentally, also had a 200% return on investment-until it didn’t.)

Meta, you see, has already secured its quarry: a veritable menagerie of luminaries from the rarefied world of AI research, lured by offers so opulent they would make Midas blush. Nine-figure bonuses, whispered like incantations in the corridors of Silicon Valley, were but the bait. Now, having ensnared these prodigies, Meta pauses-not out of despair, but discernment. It is reorganizing, aligning its newly acquired talent with projects worthy of their genius. One such division, cryptically named “TBD Lab,” hints at mysteries yet undreamt, a blank canvas awaiting the brushstrokes of brilliance.

A study by J.P. Morgan-a name so venerable it sounds like it ought to be carved into marble-reveals that since 1950, the S&P 500 has hit new highs on about 7% of trading days. And get this: nearly a third of those times, it never looked back. Never! It simply sauntered off into the sunset like a dashing hero in a romantic novel, leaving lesser indices to pine and ponder what might have been.

The stock recently staged a modest comeback after reporting fiscal Q2 results that could charitably be described as “less panic-inducing than expected.” Revenue hit $1.17 billion (21% YoY growth, a reacceleration that felt suspiciously like financial prestidigitation), while adjusted EPS of $0.93 trounced guidance by a margin usually reserved for parliamentary elections in banana republics. Yet the P/S ratio of 25.3 suggests investors are paying roughly $25 for every $1 of sales-a valuation strategy that makes sense only if you’ve misplaced your financial compass in a parallel universe.

On July 4th, President Donald Trump signed into law something called the One Big Beautiful Bill Act. It’s nearly 900 pages long, which sounds like a lot until you realize it’s shorter than some of the instruction manuals for your smart devices. Among its many provisions, two stand out like neon signs in Times Square: one keeps corporate tax rates at 21%, and the other allows companies to immediately deduct R&D expenses rather than spreading them out over time. These tweaks are particularly kind to tech giants like Nvidia (NVDA) and Meta Platforms (META), both of whom seem poised to make hay while the sun shines.

Picture this: A Chinese company that’s quietly become the world’s largest EV seller while I was busy arguing with my Tesla-owning cousin about charging stations. Turns out BYD (OTC:BYDDY) isn’t just making cars-they’re building an empire of lithium batteries, bullet trains, and seven cargo ships that probably have better Wi-Fi than my broker’s office. Sold 607,000 EVs last quarter? Adorable. My last investment in crypto got me exactly 0.0003 Bitcoin and a headache.

Which brings me to AMC Entertainment, whose stock I’ve been eyeing like a particularly untrustworthy relative at a family reunion. The summer box office, that annual rite of passage for moviegoers and investors alike, has been a curious mix of familiarity and dissonance. This year’s totals-just under $3.5 billion-aren’t exactly a triumph, but they’re also not the disaster I’d secretly hoped for. It’s the financial equivalent of a lukewarm handshake.