The Great Rotation From Tech To REITs Is Finally Here
2026-02-14 07:50:00 ET
I have been warning about this since last Summer:
AI is a major headwind, not a tailwind, for most stocks.
Yes, it may boost profitability in the short-run by reducing costs and increasing margins, but at the same time, it also breaks down traditional barriers to entry and erodes moats that have historically protected the long-term earnings power of businesses from future potential competitors....
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The Great Rotation From Tech To REITs Is Finally HereNASDAQ: ROP
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