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Taking Advantage of ‘Oversold’ Positions & Discounts in Global Markets

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Joy Yang doesn’t expect any surprises next week and anticipates a Santa Claus rally. However, going forward she sees a lot of risks on the table without clarity, including tariffs. “The AI story is real,” she adds, “but let’s be cautious that price still matters.” Joy lays out her outlook for 2026 and how to take advantage of oversold positions and discounts on international AI “picks and shovels.”

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