Carlos Diez believes that the market hasn’t priced in all the benefits of the tax bill, the subject of the government shutdown. “The market has room to run,” he says, also pointing to AI spending across sectors and many companies, as well as the productivity he expects it to bring. He covers the U.S. stocks he considers best-positioned, including Ambarella (AMBA) and Taiwan Semi (TSM). He’s also an advocate for investing abroad.