One interesting shift in this bull market is the growing focus on international stocks. There is a lot of demand for European small caps tied to the AI supply chain like Sivers Semiconductors, LPKF Laser & Electronics, and Soitec.

That is why brokerages with strong global access are winning right now. Interactive Brokers is the obvious leader, but smaller brokerages like eToro are also benefitting greatly.

eToro offers a pretty broad asset lineup, with thousands of assets across global stocks, ETFs, crypto, commodities, indices, and currencies. On top of that, it recently launched its “App Store”, which is basically a marketplace inside the platform where users and developers can plug in tools like AI trading apps, analytics, and automated strategies.

The stock IPOd last year, dropped around 70% at the lows, and is now starting to recover. It’s coming out of a very long Stage 1 base. That kind of setup is interesting, because it offers an attractive entry point.

The Setup:

• Interest in international stocks is rapidly increasing

• Fundamentals and sentiment continue to improve

• Coming out of a Stage 1 base