Investor Leos Mikulka is on the hunt for the next big winners in the market, following a bull run that has brought gains of over 900% in just 11 months. Mikulka, a leading trader, says not every stock will be a winner, but two technology themes are catching his attention: quantum computing and generative AI.
Mikulka is focusing on companies like IonQ, which is developing quantum computing technology. Despite the high volatility of the stock, Mikulka believes in its long-term potential. The company’s recent 140% gain in November is a testament to its growth.
Another theme that’s gaining traction is generative AI, which is leading to an increase in AI-adjacent plays like GE Vernova. GE Vernova’s nuclear power units are attracting attention as the company grows with the rise of generative artificial intelligence. The stock has gained nearly 153% year-to-date and is ranked No. 1 in its energy alternative group.
Mikulka sees potential for a new setup in GE Vernova, consolidating below recent highs around 357. He believes the stock has “very good potential to continue.” As market rotation shifts week by week, Mikulka advises traders to stay vigilant and be prepared for changes in the market landscape.
Source: https://www.investors.com/news/ge-vernova-stock-gev-trader-artificial-intelligence-ai-quantum-computing