Turning A Multi-Trillion-Dollar AI Tailwind Into Real Returns

2026-02-09 07:30:00 ET

Introduction

So far, this year, we have spent even more time than usual on the market rotation, as I expect value stocks to generate substantial alpha this year (and beyond!). This article is not primarily about that. In this article, I'll discuss a major engine of this rotation, which is what I like to call QE-like data center spending....

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