Market Outlook - The current bull market celebrated its three-year anniversary in October, historically suggesting an average continuation of eight years, with the shortest being five years, indicating potential for further growth [2][3] - Major indices like the S&P, Dow, and Nasdaq have shown decent gains, but warnings from Goldman Sachs and Morgan Stanley indicate a possible 10-20% correction within the next one to two years [4] Investment Opportunities - Investors are advised to look for growth in sectors outside of traditional tech, particularly in AI infrastructure, which is expected to see significant investment, estimated between $3 trillion and $4 trillion by the end of the decade [5][9] - Companies like Amphenol and Verdive Holdings are highlighted for their strong performance, with Amphenol's sales growing over 53% year-over-year and Verdive's by 29%, both raising forward-looking guidance while maintaining reasonable valuations [8] Company Specifics - Amphenol, which supplies electrical connectivity for data centers, has seen its stock rise over 100% year-to-date, trading at a forward P/E of around 34 [6][8] - Verdive Holdings, known for cooling solutions in data centers, has also performed well with a stock increase of over 70% year-to-date [7][8] - Palantir Technologies has shown strong growth in both its government and enterprise sectors, despite a recent stock drop of over 9% due to valuation concerns, trading at over 600 times current earnings [11][12] Sector Insights - The healthcare sector, particularly biotech, is viewed positively, especially following a strategic partnership between Eli Lilly and Nvidia to develop AI for drug discovery [13][14] - There is potential for Eli Lilly to acquire smaller biotech firms, presenting further investment opportunities in the sector [15]