Strike up the band, it’s melt-up season!

Quantum stocks are snapping back into action. Silver is ripping the faces off unsuspecting shorts. And, would you look at that – crypto is no longer collapsing.

All signs indicate that the year-end rally has finally arrived.

You can leave last month’s frustrations behind, pick a handful of tickers you want to ride for the next few weeks, and relax.

But you don’t want to just mash the keyboard and click “buy.” Even in a melt-up, you want to own the strongest names.

So today, I’ll share a few ideas to point you in the right direction.

Embrace the AI Bubble

Few market themes have received as much negative attention as the AI trade.

Peter Thiel’s hedge fund sold its entire Nvidia position. Michael Burry, the famed money manager profiled in “The Big Short,” is short. (Shocker.)

And the big banks are creating derivatives to shield themselves from credit default risks tied to AI companies they helped finance.

I say fade ‘em all. I know it sounds scary, but hear me out…

It’s just a hunch, but I get the feeling the tech world is leaving Peter Thiel behind. Michael Burry will always be on the hunt for his next big short. And large financial institutions should take every possible measure to cover their liabilities.

Plus, if I remember correctly, Burry was crazy early in betting on the subprime mortgage collapse and almost lost his hedge fund in the process. He could be right about the AI bubble, but that doesn’t mean it’ll burst any time soon.

Right now, quantum stocks such as D-Wave Quantum Inc. (QBTS) are an undeniable buy.

Pro tip: Lean into the tickers that did not hit oversold last month. They will likely outperform in the coming weeks.

Dig Into the Metals Trade

Speaking of tickers that didn’t reach overbought last month…

Metal and mining stocks continue to show relative strength despite calls of a top in silver and gold.

I get it. To describe the precious metal rally (especially silver’s) as extended would be a gross understatement.

But here’s the thing…

These shiny rocks have legs. Silver could run another $15 before Christmas, and gold could hit $5k by New Year’s Eve, no problem.

Precious metals and mining names are now high-beta growth stocks, not unlike your favorite quantum name.

If precious metals are too rich for you at these levels, fear not. Copper miners and steel stocks are also lining up for a sprint to new highs, and they have yet to reach “extended” levels.

Bounce With the Crypto Miners

On the other end of the spectrum, you have crypto.

Bitcoin is trading nowhere near record highs, as cryptocurrencies have borne the brunt of selling pressure this fall. Bitcoin shed more than 30% to revisit $80k last month, while Ethereum fell 45%.

Interestingly, crypto miners held tight during the selloff. In fact, most of the mining names never reached oversold territory.

TeraWulf Inc. (WULF) provides an excellent example.

The 14-day RSI (lower pane) has held above 30, and prices are now approaching a new 4-year high.

Cryptocurrencies will scream higher during a full-blown market melt-up. Even Bitcoin will bounce. When it does, I want to be holding the miners, especially the tickers that did not lose their bullish momentum.

The market is heating up just in time for the holidays. I have a feeling you’ll be hard-pressed to find a losing trade in the coming weeks.

But if you aim to make the most of December, you’ll want crypto, metals, and AI names on your trading sheet.