These Two Assets May Have the Best Returns Under Trump, Say Investopedia’s Readers | Global News Avenue

Individual investors have curbed their enthusiasm in recent weeks amid new tariffs imposed by the Trump administration on China and feared that these tariffs would lead to escalating tensions and another surge in inflation. Just over 40% of people think they are “cautiously optimistic” about the stock market, the lowest level of the year, down 12 percentage points from November’s lowest level, according to a new survey of readers by Investopedia. One-third of respondents expect the stock market to fall 10% or more in the next six months, while 36% say they are making safer investments.

Tariffs, inflation and the concerns of China’s top readers

Higher tariffs On our list of investors’ concerns, inflation and Relationship with China. However, the new scope they are concerned about is the rise of advances in artificial intelligence (AI) technology and the deep hit with disinformation. Recent News DeepSeekIt is an artificial intelligence company established and owned by a Chinese hedge fund, developing competitive LLM Taking a small portion of Chatgpt and Openai, popular semiconductor stocks such as nvidia (NVDA), and large-scale technology companies like Microsoft (MSFT) and letters (GOOGL) Billions of dollars have been spent to build its AI infrastructure. These stocks are one of the most widely held stocks individual investors may be subject to advances in AI capabilities and substantial drops in costs associated with training and operations.

Readers say stocks, cryptocurrencies will get the best returns under Trump

More than 40% of respondents also believe that the new Trump administration will be the best performing asset class under the new Trump administration over the next four years. Cryptocurrency remains distant second, favored by 17% of respondents, which may be attributed to the Trump administration’s recent policy and enforcement orders in the asset class, including appointments Crypto Tsar.

Where are the bubbles?

In addition to the growing list of questions that have exacerbated recent caution, respondents also believe that several asset classes are overvalued. The most important of these are giant stocks such as Meta (Yuan) and letters (GOOGL), AI-related stocks (such as Nvidia) (NVDA), and cryptocurrencies including Bitcoin. While they may be concerned about their valuations, investors continue to buy and own the largest large stocks and AI stocks.

Investopedia readers’ favorite stocks

nvidia (NVDA) is on the list of our readers’ favorite stocks, followed by Apple (AAPL), Amazon (Amzn) And Microsoft (MSFT). These are also the most extensive stocks for institutional investors, hedge funds and pension funds. Concerns about the over-concentration of the so-called grand 7 stocks, including these names and Tesla (TSLA) and Yuan (Yuan) It has been a constant concern for investors since 2022. These seven stocks account for more than 30% of the market value of the entire S&P 500 S&P 500. However, this concern does not stop respondents from hoping to own most of these stocks in the next ten, according to our survey, for a few years.

What would you do with an extra $10,000?

Our readers’ answers over the past six months Given their answers Given their extra $10,000, where will our readers add $10,000. Individual stocks are their first choice and have been their first choice since last summer. Considering the performance of individual stocks such as Nvidia, supercomputers (supercomputers) (SMCI) and carvana (CV), their preferences are understandable compared to the 2023 and 2024 S&P 500 index.

Keep the Fed independent

More than half of respondents agreed with the way the Fed handled monetary policy, with 21% saying they disagree. But they clearly maintain the independence of the central bank from the government administration. 65% of respondents said they did not think President Trump should make an opinion on interest rates, even if he said he should do so.