Liz Young, Head of investment strategy at SoFi

Its top two sectors are her favourites: tech and healthcare.

Companies like this will continue to experiment with AI and blockchain. They have to balance this with trust and safety. Time will tell how it shakes out.

They report later today. Is up 135% this year.They have strong relationships trading in semis with Amazon and Microsoft's Azure. Options implies a 12% move. There will be speculation in Marvell. The spotlight is on these chips names.

Demands is outstripping supply, driving prices up. Is this the right time enter a stock that's up so much (220% this year)? No technician will say it is. That said, the fundamentals support MU right now. Twelve months from now, capex can continue at this clip, though she is skeptical earnings can continue to grow 20-30% every quarter. Semis need a cooling off period.

A great way to play AI in China. China is the low-cost producer. Demand will continue to ramp up. Both China and the US can win in AI.

South Korean exports have seen the largest growth YOY since maybe 2010. Strong. There's more earnings growth ahead as demand grows for memory (SK is strong in memory).

When the year started, she made a bullish call on materials, which the market expected to be among the top three sectors, above 30% earnings growth projected this year. Keep buying this.

Buy this before tech earnings report. She expects strong earnings.

In the past month, software has been oversold and won't wait for Nvidia's result to rebound. IGV is bottoming.

Healthcare was one of her calls for 2026 but didn't rise until early August. Is up 15.3% this year. HC remains a buy for 2026.

It holds companies with free high cash flows. Also, the biggest sector here is healthcare--is bullish.

Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried about Trump's attitude to phama, then look at healthcare equipment and services and buy IHI.