I expect $NVIDIA (NVDA.US)$ , $Super Micro Computer (SMCI.US...

Hopefully ASML produces great results, to which reiterates the world's trust in technology. While it might be true that some other stocks might do better in lower interest rates, we cannot deny the advancement of technology will be inevitable and all these steps require solid and reliable infrastructure.

Then again, no one can tell for sure if it will go down, or go up. But my own guess is up