Group 1 - A rotation away from artificial intelligence stocks may be occurring as liquidity returns to the market [1] - The Federal Reserve has cut interest rates four times last year and twice this year, indicating a potential shift in market leadership [2] - The iShares MSCI Emerging Markets ETF has increased by 17% over the past six months, while the Industrial Select Sector SPDR Fund has risen by 9% during the same period [2] Group 2 - A balanced investment approach is preferred over a heavy reliance on the "Magnificent 7" tech stocks, which dominate many portfolios [3] - The "Magnificent 7" includes Apple, Amazon, Meta Platforms, Nvidia, Microsoft, Tesla, and Alphabet, collectively representing about one-third of the S&P 500 [3] - The current economic environment is characterized by structurally higher inflation, prompting a reassessment of risk in large-cap tech investments [3]