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20:41
May 06
Eric Zinterhofer CEO, Shutterfly Bloomberg Markets
Industrial services have second-order AI benefits.
Industrial services that support electrification of the United States and benefit from second-order effects of AI have great core demand and are seeing accelerating demand. Searchlight is investing heavily in this area, which offers resilient cash flows and a second-derivative benefit from AI without the elevated valuations of first-order AI plays.
PEXL 1ST
MED

About PEXL Analyst Coverage

Buzzberg tracks PEXL (Pacer Industrial Real Estate ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Eric Zinterhofer.