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This Is Not A Normal Rotation - It's A Regime Change

By Seeking Alpha February 25, 2026 Bearish
This Is Not A Normal Rotation - It's A Regime Change
The post-pandemic market is driven by rapidly evolving macro themes, with AI now causing disruptive sector rotations and compressing software valuations. The Competitive Advantage Period concept explains why growth stocks, especially software, face re-rating risk as AI accelerates competitive threats and erodes pricing power.
The post-pandemic market is driven by rapidly evolving macro themes, with AI now causing disruptive sector rotations and compressing software valuations. The Competitive Advantage Period concept explains why growth stocks, especially software, face re-rating risk as AI accelerates competitive threats and erodes pricing power.