AI trying to convince me peace time = sector rotation into industrials

I've been thinking about the proposed peace talks, but unless I'm totally out of the loop, I don't see peace happening anytime soon. Plus, if you look at the big picture over the last few years, the S&P 500 has been on an upward trend, so in the long run, most things don't have much upside potential. Crypto might be a lifeboat, but I'm not talking about short-term swings; I'm talking about capital rotation. Sooner or later, the Republicans will have to swap out with the Democrats, and that's probably going to shake things up regarding which sectors investment firms start putting money into. I just don't get how industrials would be one of them. I looked at CAT, for example, and it already seems super high. Any thoughts on industrials making a huge comeback, or is this just AI-driven nonsense?