This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson

Market Outlook - The market is expected to perform well if growth holds up and earnings remain solid, despite potential headwinds from the AI trade and a dovish Federal Reserve [2][4] - There is skepticism about losing the AI trade entirely, with a belief that the market can still thrive even if the "all-in AI trade" diminishes [3][8] Stock Selection - The current market environment is characterized as a "stock pickers market," indicating the need for selective investment strategies rather than broad market plays [4][5] - Companies like Micron have shown strong performance, suggesting that tech stocks will continue to lead in earnings growth [6][7] Sector Performance - While tech remains a focal point, there are opportunities in other sectors such as financials, industrials, and consumer discretionary that may contribute to market strength [8] - Gold investments are highlighted as a strong opportunity, with specific stocks like AEM showing significant year-to-date gains of 130% and strong fundamentals [9]