辰逸
2026.07.12 08:24

Historical patterns show that midterm election cycles often create substantial profit opportunities.

Since 1986, every midterm election cycle has ultimately formed a significant buying window.

From these lows, the S&P 500 index $SPY has averaged a gain of 27.8% over the subsequent 12 months.

Historically, growth stocks have often been the leaders in such rebound rallies.

The following sectors and related targets are worth noting:

AI Computing Power: $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US)

AI Infrastructure: $Vertiv(VRT.US) $Nebius(NBIS.US) $IREN(IREN.US)

Cloud Computing & AI Software: $Microsoft(MSFT.US) $Palantir Tech(PLTR.US) $ServiceNow(NOW.US)

Semiconductor Manufacturing: $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US)

Power & Electrification: $Eaton(ETN.US) $Quanta Services(PWR.US) $Hubbell Incorporated-B(HUBB.US)

Memory: $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US)

Networking & Connectivity: $Arista Networks(ANET.US) $Marvell Tech(MRVL.US) $Credo Tech(CRDO.US)

Photonics: $Lumentum(LITE.US) $Corning(GLW.US) $Applied Optoelectronics(AAOI.US)

Nuclear Energy: $Oklo(OKLO.US) $NuScale Power(SMR.US) $NANO Nuclear Energy(NNE.US)

Robotics & Automation: $Tesla(TSLA.US) $Symbotic(SYM.US) $Ouster(OUST.US)

Defense & Drones: $Aerovironment(AVAV.US) $Kratos Defense & Security(KTOS.US) $One Stop(OSS.US)

Space Economy: $Rocket Lab(RKLB.US) $AST SpaceMobile(ASTS.US) $Intuitive Machines(LUNR.US)

Satellite Communications: $Iridium Comm(IRDM.US) $Globalstar(GSAT.US) $AST SpaceMobile(ASTS.US)

Autonomous Flight: $Archer Aviation(ACHR.US) $Joby Aviation(JOBY.US) $EHang(EH.US)

Quantum Computing: $IonQ(IONQ.US) $Rigetti Computing(RGTI.US) $D-Wave Quantum(QBTS.US)

Next-Generation Power Technology: $Navitas Semiconductor(NVTS.US) $Bloom Energy(BE.US) $T1 Energy(TE.US)

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