Market Data & Our Picks
Curated market data, analysis, and selected opportunities we're monitoring. World indices and key signals, alongside a rotating set of YSJ Lab watchlist ideas.
Market Data
Quotes delayed / near real-time
Our Picks
Illustrative ideas – not investment advice
Rotating, illustrative list of instruments we monitor across themes.
ARKK
Innovation ETF
Tactical exposure to speculative growth factor.
High BetaShort horizonLow conviction
NVDA
NVIDIA Corp.
Key beneficiary of accelerated computing and training demand.
AI InfrastructureMedium horizonHigh conviction
META
Meta Platforms
Margin leverage from cost discipline and ad market normalization.
Digital AdsMedium horizonMedium conviction
TSLA
Tesla Inc.
Equity duration and volatility remain high; position sizing critical.
EV / OptionalityLong horizonLow conviction
GOOGL
Alphabet Inc.
Balanced exposure to search, cloud, and emerging AI products.
Search / AILong horizonMedium conviction
EEM
Emerging Markets ETF
Macro and FX-sensitive; best used within a broader allocation.
EM BetaLong horizonLow conviction
HYG
High Yield Bond ETF
Spread compression vehicle; sensitive to liquidity regimes.
Credit RiskMedium horizonLow conviction
MSFT
Microsoft Corp.
Strategic exposure to cloud, AI infrastructure, and enterprise spend.
Cloud / ProductivityLong horizonHigh conviction
XLV
Health Care ETF
Stable cash flows, secular demographics tailwinds.
Defensive GrowthMedium horizonMedium conviction
AAPL
Apple Inc.
Balance of hardware ecosystem and services margin.
Large-cap TechMedium horizonMedium conviction