Anthony Saccaro warns that tariff impacts could take up to 6 months to hit the U.S. market, but “overall, things for the next six months look good.” He thinks investors should look beyond the big chip stocks and look for behind-the-scenes beneficiaries of AI to diversify holdings. “The tech sector in general should do really well” if the Fed lowers rates, he adds. On the other hand, he would avoid consumer discretionary.