A man named Dee is talking about how to invest money in the stock market. He says that defense companies are doing well and people should consider buying their stocks. He also says that tech companies, especially those that work with artificial intelligence, are being bought a lot by people who try to make money quickly, but that could cause problems. He suggests that people should use some tools and strategies to help them decide when to buy and sell stocks. He also talks about how the prices of things like gold, oil, and bitcoin are changing and how that could affect people's investments. He reminds people to have some money saved up in case they want to buy something good later. Read from source...

AI's article has not been reviewed by Benzinga's editorial team. Opinions expressed by the author are solely their own and do not reflect the opinions of Benzinga Inc. or its employees.

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Article's Main Idea: The article discusses the outlook for defense stocks, tech stocks, gold, oil, and bitcoin, as well as providing investment advice and protection bands.

- Investors should consider holding good, very long term positions and adjust hedges and protection bands according to their risk preferences and time horizons.
- Investors should consider using buy zones and Buy Now ratings on defense and aerospace stocks, as well as ETFs such as ITA and IWM.
- Investors should consider taking partial profits on trade around positions on RTX.
- Investors should consider adding cash or short-term hedges to their portfolios.
- Investors should consider avoiding long duration strategic bond allocations.
- Investors should consider using Benzinga APIs for data and insights.

Summary:

- The market is reaching a consensus that defense stocks are winners irrespective of Trump or Harris winning the election. RTX is an example of a defense stock that has broken out after reporting earnings better than the consensus.
- The battle around tech stocks, especially AI stocks, continues. Many investors are selling AI stocks and rotating into small cap stocks; other investors are taking advantage of the dip in AI stocks and aggressively buying.
- The consumer continues to spend but income may be becoming a problem.
- Bitcoin is seeing aggressive buying on expectations that Trump will announce a U.S. strategic reserve for bitcoin.
- Investors can gain an edge by knowing money flows in SPY and QQQ. Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.
- The Arora Report is known for its accurate calls and provides free gener