Market Correction & Investment Strategy - The market decline is considered healthy and presents opportunistic buying chances [1][2] - Investors should reduce exposure to speculative assets and focus on high-quality companies [2][3] - The strategy emphasizes investing in companies with double-digit top and bottom-line growth linked to sustainable trends like AI [3] Company Focus & Earnings - The discussion highlights the importance of investing in earnings growth and durable trends [5][6] - Sterling Infrastructure is mentioned as a company with double-digit earnings growth and a backlog extending to 2029 [6][7][8] - Sterling Infrastructure's margins are expanding as they build out data centers [8] Sector Analysis - Data center buildouts are identified as a durable theme, with Sterling Infrastructure being a key player [6][8] - The Capex super cycle and artificial intelligence are highlighted as long-term durable trends [6]