Miner Company
Dave Sekera on AI's Parabolic Run, Rotation to Value & Undervalued Sectors
Dave Sekera, chief U.S. market strategist at @morningstar, says now is a good time to take money out of tech and growth stocks and move them into value-oriented companies. He argues the AI trade is running out of steam and labels the memory trade as overvalued, pointing to Micron (MU) and SanDisk (SNDK) as examples.
Dave Sekera, chief U.S. market strategist at @morningstar, says now is a good time to take money out of tech and growth stocks and move them into value-oriented companies. He argues the AI trade is running out of steam and labels the memory trade as overvalued, pointing to Micron (MU) and SanDisk (SNDK) as examples.