There may be a comeback for small cap value

=== SUMMARY === - The author notes that AVUV (small cap value ETF) has outperformed the Nasdaq this year and trades at very low valuations. - The thesis draws a parallel to the "lost decade" when small cap value shined after the tech bubble popped, suggesting a potential comeback. - The post is a brief opinion piece rather than deep research; it’s more speculative/conversational than a well-reasoned DD. === SENTIMENT === BULLISH === TRADE IDEAS === AVUV - LONG | confidence: 0.70 | sentiment: +0.70 Speaker: u/cannythecat Thesis: 1. THE FACT: AVUV has outperformed the Nasdaq YTD and still trades at extremely low valuations, while large cap growth (especially AI) is heavily concentrated. 2. THE BRIDGE: Historical precedent shows small cap value thrived during the last tech downturn; current overvaluation in large cap growth could repeat that pattern, creating a favorable rotation. 3. THE VERDICT: Long AVUV as a diversifying bet on a small cap value comeback, offering protection against a potential growth/tech correction. 4. RISKS: Continued AI rally sustains large cap outperformance; small cap value may remain cheap if economic slowdown hits smaller companies harder; value premium may not materialize in current macro environment. Timeframe: medium-term Key Points: - Outperforming Nasdaq YTD on low valuations - Historical precedent from "lost decade" - Diversification away from AI concentration - Risk: AI momentum may persist