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There’s something fascinating happening right now that most traders are completely missing.
Goldman Sachs’ top trader, John Flood, just handed us a playbook — and his No. 1 idea isn’t some flashy headline-grabbing tech stock. It’s the quiet AI revolution happening in non-tech companies that are using AI to boost their profits.
Think of a bank using AI to get loans approved not in weeks but in a couple days, or a retailer using AI to track inventory instead of some system built in the 1970s.
These companies aren’t building AI. They’re just cashing checks from what other people built.
That’s the play here.
The Baskets Worth Watching
Goldman bundled these companies into a basket it’s calling GSXUPROD. These are traditional, boring companies using AI to cut out inefficiencies.
But there’s more.
The Fed is expected to cut interest rates this week on Wednesday. When rates go down, companies that borrow money with variable interest rates suddenly have lower interest payments. It’s like your adjustable rate mortgage getting cheaper and that extra cash drops straight to profits. Goldman has a basket for these companies too: GSXUHIFL.
If you’re looking for even more opportunities, Goldman’s report highlights Brazil, which is benefiting from its own rate cuts and a pro-business election expected to drive economic growth going into next year. The report also points to ongoing M&A mania — we’ve seen over $700 billion in deals — but honestly, that’s been pretty light compared to what could be coming.
The Nuclear Angle You Can’t Ignore
Don’t sleep on this part.
The massive power needs of AI data centers are lighting a fire under nuclear energy. Companies like Cameco (CCJ) and Centrus Energy (LEU) are fueling the AI boom behind the scenes, supplying what these power-hungry data centers need to keep expanding.
Here’s what really caught my attention: Cameco owns a majority stake in Westinghouse, which has one of the only new small nuclear reactors ready to go today — approvals done and ready to deploy. These can be ordered right now. That’s not some futuristic dream…
That’s happening today.
Now, let’s talk targets…
Goldman’s official target for the S&P 500 next year is 7,200. But here’s where it gets interesting — Mr. Flood, the trader on the front lines, thinks we could possibly hit 7,800 on the S&P. That’s nearly 15% upside from where we are right now.
The setup is there. The opportunities are clear. Now it’s about positioning yourself ahead of what’s coming instead of chasing it after everyone else figures it out.
Jeffry Turnmire
Jeffry Turnmire Trading
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I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. Dark Pools Now See More Trading Volume Than Regular Exchanges
I’ve found a way to leverage these dark pools using a special class of securities I call Supercharged Tickers.
They’re not options, in fact they’re much simpler to buy and sell, and there’s no time decay — and they move just like options.
Now I’m going after the next opportunity — ready to join me?
