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This video discusses various investment opportunities, focusing on energy, health, and technology sectors, with a particular emphasis on identifying potential turning points and long-term value. **Energy Sector and Market Cycles:** The speaker notes that a strong performance in energy stocks often signals the end of a market cycle. This end-of-cycle period typically sees a shift towards other investments, particularly in the health sector. While energy strength can indicate more complex times for markets, this transition can take several months, suggesting that not all investments become uninteresting. A previous video provided a global overview of economic scenarios up to 2026 and related investment themes. **Individual Stock Analysis:** * **Eramet:** The company is involved in manganese and nickel, raw materials currently seeing price boosts. However, a pending capital increase, whose price is unknown, poses a risk of dilution. This makes Eramet a speculative value, primarily dependent on raw material prices. The speaker advises caution until the capital increase details are clear. * **Sartorius Stedim:** This stock is highlighted for its favorable risk-reward ratio. A strong congestion pattern suggests a potential for significant returns if the current setup works, with a quick invalidation if it fails. The speaker is accumulating this stock. **Crypto and Software Sectors:** The video touches upon the crypto market, noting a general trend towards recovery. Interestingly, software-related values (AI, quantum computing) have experienced significant capitulation, similar to the crypto world's downturn. While it's hard to tell if the software capitulation is complete, the speaker suggests that these values are returning to "normal" price levels, not necessarily "cheap" ones. A selective approach is recommended within the software sector to identify companies maintaining growth. The speaker believes that these sectors, particularly software, will take time to consolidate, with potential for trading rebounds in the interim. * **Zscaler:** Similar to other software stocks, Zscaler is undergoing a capitulation phase. While it presents trading opportunities, building a strong long-term position will require more time and observation. **Health Sector Focus:** The health sector is identified as a key area for investment, especially as the market cycle shifts. * **Carl Zeiss:** After a period of underperformance, Carl Zeiss is showing signs of recovery, with a gradual rebound and potential for further building. * **IBA (Belgium/Netherlands):** This stock is seen as a good long-term value, having corrected recently after a period of strong performance. The current correction is considered an opportune entry point. * **ERF:** Similar to Sartorius, ERF is showing signs of a turnaround with good congestion. A clear invalidation level around 60 euros makes it an attractive risk-reward play. * **Novo Nordisk (Denmark):** The speaker identifies a congestion pattern, suggesting a potential move towards previous support levels. This stock is suitable for trading opportunities, with a target to break above 300 euros. **Other Investment Opportunities:** * **Nordic Semiconductor:** After good construction and congestion, the stock is testing an upward breakout. A break below the current oblique trendline could signal a reversal. * **Pagaya Technologies (Israel):** This stock has stopped its decline and is in a rebuilding phase. A break above key resistance levels (e.g., $11.50) could lead to quick gains towards $13-$16, but long-term interest will require more time. * **Volters Couvert:** This software value is resisting better than others. It's currently in congestion, and a break downwards would imply waiting for further capitulation around $50-$55. The speaker believes any further significant drop would be the last before an attractive rebound. * **Coloplast:** This health stock is currently at low levels, and while a direct trend reversal isn't expected immediately, it presents a potential trading rebound. The speaker anticipates a long consolidation phase, making it a "watch" stock for the winter months. * **Made in Cell (Biotech):** In the French health sector, Made in Cell is noted for having hit an ideal pullback zone around 20 euros. It has seen an initial push and congestion. Overcoming subsequent resistance levels would confirm an upward trend. * **Illumina:** Despite being in a downtrend since late 2021, Illumina has shown significant rebounds (x2) after steep declines. It still holds potential, and its current congestion suggests either a final capitulation (offering a buying opportunity) or a break upwards to resume bullish trends. * **Psychotropics and Alcohol Alternatives:** The speaker highlights a trend of decreasing alcohol consumption and increasing use of psychotropics and hard drugs, as well as anti-depressants. This trend, if sustained, could create significant investment opportunities in related sectors, similar to the breaking out of a long-term consolidation pattern seen in other stocks. * **Non-Lethal Weaponry (USA):** This sector, beyond tasers, is noted for its speculative aspect. A good base of construction and a recent boost suggest potential for a bullish continuation. * **Birna:** A small, already profitable value that has seen a lot of speculation. Its valuation levels are returning to normal, making it interesting for its profitability and potential for mergers and acquisitions. * **Novavax:** This vaccine stock is at a critical juncture. A move above $9 would signal a return to interesting congestion patterns on long-term charts. Conversely, a drop below $7 would invalidate the positive scenario. The speaker emphasizes the importance of political developments, particularly the US midterms, which could impact health and vaccine-related stocks. **Chinese Market:** The speaker also briefly touches on Chinese stocks, suggesting that a potential renewal in Chinese consumer spending and trade, especially if US-China relations stabilize (e.g., post-midterms), could attract foreign investment. Despite underlying tensions, the speaker believes China is positioning itself to be a "default power" by letting others make mistakes, and an improvement in many Chinese stock values is expected. **General Investment Strategy:** The speaker advises patience and careful observation, especially for long-term investments, as many stocks are in consolidation or rebuilding phases. Trading opportunities may arise from short-term rebounds, but a sustained upward trend will require more time and clear breakouts from current congestion patterns. The importance of monitoring political events, such as the US midterms, for their impact on specific sectors like health and technology is also highlighted. The video concludes by encouraging viewers to review a previous macro video for a broader economic context.