Part 5/8:
Growth Stocks and Speculative Plays
Highlighting specific stocks and sectors, the commentary points to ARKO, which surged another 29%. The speaker recalls recommending the stock when it was up 100%, justified by the government's renewed favoring of nuclear energy—a sector expected to benefit from policy support regardless of near-term uncertainties. This example underscores how sector themes driven by policy and innovation continue to propel stock prices higher.