Feeling Bullish or Bearish? What the Market Will Do Next

Market Overview - The stock market has reached new all-time highs, leading to a division among investors into bulls and bears [3][4] - Historical data from the S&P 500 since 1927 indicates that after hitting record highs, the average return over the following two years is positive, with a one-year return of 9.9% [4][6] Investment Recommendations - Eric Fry has recommended buying Savers Value Village (SVV), which benefits from the trend of consumers moving towards cheaper retail options and the growing popularity of thrifting [8] - SVV is advised as a buy below $14.25, reflecting confidence in its revenue growth potential [9] AI and Data Center Demand - Global demand for data center capacity is projected to grow between 19% and 22% annually from 2023 to 2030, potentially tripling current demand of around 60 gigawatts [10][11] - Nvidia (NVDA) is positioned as a leader in the AI megatrend, with significant investments from OpenAI and Intel aimed at enhancing data center capabilities [11][13]