I think Bitcoin will go back over 100,000: KKM Financial's Kilburg

AI Trade & Market Dynamics - The AI trade is making a comeback, with Nvidia and Oracle boosting the NASDAQ [1] - Decoupling within the MAG 7 was observed in late Q3, with profit-taking in Nvidia and Meta, and buying of laggards like Google and Apple after trade tariffs [2] - The market anticipates broadening the AI trade into 2026, with the VIX potentially offering buying opportunities [3] - Opportunities exist outside the MAG 7 in second or third derivatives of AI, such as Appella Alto Network [5] Investment Opportunities - Oracle and Intel are identified as potential investment opportunities, despite Oracle's recent performance [4] - Intel experienced a significant increase of over 100% earlier in the year, presenting a possible entry point after profit-taking [5] Market Outlook - The analyst maintains a bullish outlook, targeting 7100, driven by expectations of lower interest rates [6] - Lower interest rates are expected to propel growth and benefit the economy, supported by strong earnings and profit expectations [7] - The market is expected to experience volatility, with the VIX unlikely to remain at 14 in January [8] Bitcoin Analysis - Bitcoin's correlation with the NASDAQ 100 decoupled in April due to trade tariffs [9] - A pullback to $76,000 in Bitcoin futures is desired before a potential resumption of its upward trend [9] - Bitcoin is expected to surpass $100,000 due to new organic buyers and platform accessibility [10] - A 30% drop in Bitcoin is common, requiring investors to have a strong risk tolerance [11]