Cyclicals going up because ai will make everything cheaper to make, software is done because ai will disrupt and everything can be vibe coded even the stuff that can’t and won’t, don’t spend too much on capex to create ai capacity.
Cyclicals going up because ai will make everything cheaper to make, software is done because ai will disrupt and everything can be vibe coded even the stuff that can’t and won’t, don’t spend too much on capex to create ai capacity.