Podcast: Why the AI Stocks Will Likely Come Under More Pressure in January

In this week’s episode, we discuss why one important group of investors will not be as reluctant as they are right now to lower their exposure to the AI industry in a much more meaningful way in the new year...as it is becoming more and more evident (obvious) that the profitability of AI is n ot going to be as strong or as broad as investors had been thinking......We also highlight several groups (and stocks) which should benefit from any rotation out of the tech sector in 2026.