After a massive run-up in mega-cap tech profits, it is prudent to take risk off the table and rebalance into value, small-caps, and AI-adjacent sectors like power generation, electrical equipment, and industrials that are benefiting from data center build-outs.
After a massive run-up in mega-cap tech profits, it is prudent to take risk off the table and rebalance into value, small-caps, and AI-adjacent sectors like power generation, electrical equipment, and industrials that are benefiting from data center build-outs.
After a massive run-up in mega-cap tech profits, it is prudent to take risk off the table and rebalance into value, small-caps, and AI-adjacent sectors like power generation, electrical equipment, and industrials that are benefiting from data center build-outs.