If I could only hold one through year-end, I’d still choose Tech. Oil above $95 may benefit energy earnings in the short term, but I’m investing for the bigger structural trend, not just the current macro cycle.
AI, cloud computing, data centres and semiconductor demand are long-term growth engines that can continue compounding even after the oil/inflation story fades. Yes, higher oil can keep inflation sticky and put pressure on valuations, but that can create volatility and better entry points, rather than invalidate the long-term thesis.
Energy is attractive when oil stays elevated, but oil prices are cyclical. Technology’s innovation cycle is much more structural. I’d rather tolerate some volatility in quality tech names than chase an energy rally after oil has already surged.
My vote: 🅱️ — Tech Stocks. 📈
Short-term: Energy may have the edge. Long-term: I’m betting on innovation. 🚀
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