U.S. corporate profits are booming, driven by fiscal support and AI investment, with return on capex now exceeding cost of capital; the equity market is catching up to this alignment of favorable macro forces, making U.S. equities attractive.
Kokou Agbo-Bloua has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SPY, SOUTH KOREAN MEMORY SEMICONDUCTOR STOCKS, EUROPEAN SMALL-CAP EQUITIES.