Churchill Downs: Enter At A Low Price, Wait For Capex To Pay Off

Group 1 - The article emphasizes the importance for investors to initiate a portfolio rotation to reduce exposure to large-cap growth stocks, particularly in the tech sector, as 2025 approaches [1] - Gary Alexander, with extensive experience in covering technology companies and advising startups, provides insights into current industry themes [1] Group 2 - The article does not contain any additional relevant content regarding companies or industries [2][3]