James Schneider Analyst Performance

Tesla and Alphabet just tumbled, and many investors concluded AI is over. It isn't - the easy AI trade may be. History shows a similar pattern: Cisco collapsed in 2000, but the internet went on to reshape the world. The lesson applies now as markets question massive AI infrastructure spending. The real opportunity may be Phase 2 AI stocks - companies using AI to dominate cybersecurity, logistics, pharma, and other essential industries.

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