Jobs Report Fuels The Rotation Out Of AI CapEx Beneficiaries (SP500)
· seekingalpha.com
Rotation, not a bear market: June jobs data may delay rate cuts, impacting AI CapEx and hyperscaler cash flows.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...