Investors may want to pivot from Big Tech towards alternative investments like long bonds, gold, and shorting the U.S. dollar, according to Unlimited Funds CEO Bob Elliott. He warns of market vulnerabilities due to tariffs and inflation acceleration, advocating for a flexible portfolio strategy.

Strategas Securities’ Todd Sohn sees potential in underperformers like healthcare stocks during earnings season. Sohn believes the low expectations for defensive companies present opportunities for upside, especially in sectors experiencing outflows like healthcare, which he considers a contrarian play.

Sohn also highlights Bitcoin as an attractive investment, noting the House of Representatives’ focus on cryptocurrency bills this week. Despite recent volatility, he sees long-term potential in Bitcoin as an asset class that is here to stay, attracting investor interest and latching onto its upward trend.

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1. Apple announces plans to invest $1 billion in a new campus in North Carolina, creating at least 3,000 jobs in the state.
2. Tesla reports record revenue of $10.39 billion in the first quarter, surpassing analysts’ expectations.
3. Amazon faces growing backlash over its treatment of workers, with reports of grueling working conditions and high injury rates in its warehouses.: Bitcoin vs. Big Tech vs. defensive plays for market’s second half