The AI Trade Is Still Strong. Investors Have to Go Along for the Ride.
Core Insights - Investors aiming to outperform the S&P 500 should maintain investments in large technology companies while also seeking significant opportunities in other sectors [1] Group 1 - The necessity for investors to stay invested in big tech to achieve better returns than the S&P 500 [1] - The strategy of making outsized bets in other areas to complement investments in large technology firms [1]