Matthew Tuttle says he's watching two big themes for next year: the Fed's interest rate path and A.I. infrastructure buildout. He believes companies like Oracle (ORCL) are worth buying the dips and sees a sharp rebound coming for it and similar companies. Matt also likes space stocks like AST Spacemobile (ASTS), Intuitive Machines (LUNR), and Planet Labs (PL). Software is another industry he expects to rebound, especially in names like Salesforce (CRM) and ServiceNow (NOW).

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