Helen Zhu 5.0 2 ideas

The AI revolution is in very early stages, and the most sure bet is the infrastructure and 'picks and shovels' companies because they are seeing continuous upward revisions and market share consolidation as bigger players get the resources and supply chain support.

Markets are too hawkish on interest rates, and rate cuts are possible this year if economic growth slows, creating opportunities in front-end US Treasuries as inflation concerns may ease.