The analysis points to a VIX surge of 32%, the 39th highest ever in a single day, suggesting that the median return one month after such an event is nearly 3%. This indicates that the S&P 500 could add 200 points between today and mid-November. Crude prices were sharply higher with the 10-year hovering near lowest levels since May and the speaker suggested the announcement from JP Morgan ties into why investors should remain constructive on the US market. The speaker mentions NVIDIA's forward earnings at 27 times, which it has a lower P/E multiple than Costo or Walmart. A potential opportunity is buying Gold (Comex Dec) because of a recent high price in general since a lot of the good news are not priced in, while a lot of investors on the side lines, the high liquidity of tether. The speaker warns about leverage trading with perpetual futures but to view crashes as an opportunity to buy again, the numbers show a 74% win rate. The speaker suggested a few stocks like AMD, LRCX, MSTR, KLAC and HOOD as AI plays.