Simon discusses the significant rotation out of AI/Technology names into other corners of the stock market. He suggests the shift could have some legs, although the less speculative pockets of the AI universe could start to offer value. He also examines the disconnect between "Wall Street" and "Main Street" and offers some opinion on why stocks are outperforming the economy. He then discusses the latest news flow from LLY, COST and AVGO, the latter two of which have sold off sharply in recent weeks.
WIG Names: LLY, COST, AVGO
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