Out of these, the payment and card industry was low for a while, when AI rally is peaking high. So good to see the market meets the consolidation and valuation realization, taking the good quality with strong growth companies like VISA to the new highs.
However the trending demand is always there for a copper and energy with this AI era, so will watch to collect the high growth and good quality companies like BHP out of there.
I'm not favor of consumer cyclical, though they are defensive, however not much growth when compared to index or ETFs, instead will prefer the ETFs in this case.
Overall my pick is option D, as I dont chase any stocks in its high value, will wait for pullbacks especially at the current situation . Having Trump there with single tweets, there is alwsys a high chance of volatility to pick these in pullback times :)
Thanks!
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