Vickram Pradhan, VC @ Sopris Capital
As the AI trade faces headwinds from unprofitable frontier labs, concentrated bets, and softening retail demand, healthcare stocks may emerge as a rotation target—but the author argues healthcare's strength stems from fundamental performance, not AI-trade flight, making it a durable safe haven rather than a cyclical rotation play.
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Topics: Healthcare · AI (Horizontal)
Published by Vickram Pradhan · their site ↗
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