Extract Alpha from Financial Content

The AI sector is entering an era of mass intelligence where plummeting costs are making powerful AI accessible to billions, creating a major investment opportunity in the underlying infrastructure. Google (GOOGL) is a top pick due to its explosive 104% growth in AI processing over just two months and its leadership in developing highly efficient, low-cost models. Investors should also consider Microsoft (MSFT), which directly benefits from the massive scale of OpenAI's ChatGPT through its Azure cloud computing platform. Geopolitical risks, such as limited chip access impacting companies like China's DeepSeek, create a competitive moat for these US-based leaders. Consequently, focusing on dominant US infrastructure providers like GOOGL and MSFT is the highest conviction strategy to capitalize on the AI boom.

Consider MicroStrategy's preferred stock, STRC, as management plans to increase its dividend to help push the price towards a $99 target. Reaching this price is a key catalyst that would allow the company to issue more shares and accelerate its Bitcoin acquisition strategy. This makes STRC a tactical play on the broader, long-term bullish strategy of its parent company, MSTR. For direct crypto exposure, a short-term bullish outlook is suggested for Bitcoin (BTC), anticipating a potential market recovery. The key timeframe to watch for this potential upward move in Bitcoin is the last two weeks of September.

Investors should monitor Nintendo (NTDOY) for official news on a "Switch 2" console, as a new hardware launch represents a significant potential catalyst for the stock. The success of original content that creates valuable intellectual property reinforces a bullish outlook on Netflix (NFLX). McDonald's (MCD) has proven its ability to drive sales through viral social media marketing, demonstrating its continued relevance with younger audiences. The luxury brand Cartier, owned by Richemont (CFRUY), benefits from high-profile cultural moments that boost its brand prestige and value. These examples show that consumer companies adept at leveraging viral trends and cultural relevance are strongly positioned for growth.

Given the cautious market outlook, investors should patiently wait for assets to reach strong support levels before buying. For NVIDIA (NVDA), a drop into the $140 - $150 range presents a prime buying opportunity for a long-term position. A high-conviction bounce trade for Solana (SOL) may appear in the $166 - $170 support zone. Long-term investors could consider accumulating Ethereum (ETH) if it corrects down to the $3,950 - $4,100 area. Lastly, a strong buying opportunity for Aerodrome Finance (AERO) is identified in the $1.00 - $1.04 range.