Miner Company
From HALO To AURA: The Next Rotation In AI Markets
I focus on AURA (Assets Underestimated, Resilient & Agentic) companies, which are undervalued due to market overreaction to AI disruption fears. The HALO trade—favoring heavy, capital-intensive assets—has driven indiscriminate selling in software, despite many firms showing rising earnings and robust fundamentals.
I focus on AURA (Assets Underestimated, Resilient & Agentic) companies, which are undervalued due to market overreaction to AI disruption fears. The HALO trade—favoring heavy, capital-intensive assets—has driven indiscriminate selling in software, despite many firms showing rising earnings and robust fundamentals.