Sector Specialist

Aug 13, 2026 · bearish

(https://www.marketwatch.com/story/these-nontech-stocks-can-ride-the-ai-build-out-for-years-67e2e39b?mod=mw_rss_topstories) is the take everyone's chasing now — hard assets, low obsolescence, AI tailwinds. Problem: we've seen this movie before.

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