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r/valueinvesting
This rotation is a fakeout and capital will go back into tech
Investor summaryBullish
The current market rotation is a fakeout; capital will return to tech/AI until inflation drops and rates fall.
Bull points
- AI trade is the only viable strategy in a high-rate environment
- Market breadth won't expand until inflation decreases
AI 资本开支降息与宏观
Post body
In a high rate environment the AI trade is only thing that works. We won't get real broadening until inflation comes down
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