Steve Alain Lawrence, institutional investor and seasoned allocator, argues from the NYSE floor that energy, technology, and Bitcoin are entering a strategic phase where volatility creates repositioning opportunities rather than threats. He sees fossil fuels as structurally essential, reinforced by soaring AI-driven electricity demand and a slowdown in EV adoption.
Even if crude falls into the low 50s early next year, he views it as an accumulation window, noting that profitable oil companies ultimately rise in value.
In tech, corrections are fast and painful but also where long-term money is made; Nvidia, Oracle, and core infrastructure names remain strategic buys on dips, with the bigger opportunity in the industrial backbone enabling the AI economy.
Data-center power demand is exploding while EVs lose momentum, pushing capital toward oil, nuclear, and hybrids.
On Bitcoin, Steve sees long-term demand and a limited-supply psychology that rewards early allocators, expecting a major institutional wave above 100K.
His emphasis: disciplined, diversified positioning matters more than calling the exact bottom.
