

Russ Koesterich
Active· since Jul 10, 2026
- 73
- days running
- 0
- relaunches
Ad copy
Are you still holding the same AI stocks everyone else is watching? That may have worked in the first phase of the AI trade. But the next phase could look different. As AI adoption moves from chips and software into industrials, healthcare, materials, and infrastructure, the market may begin rewarding a new group of companies. We are preparing a Q3 research brief on 3 stocks connected to this shift — companies that may benefit from AI adoption outside the crowded Big Tech trade. Message us now and ask for the Q3 AI Rotation Brief. No hype. No promises. Just clear market research and portfolio context. Educational only. Not financial advice.
Where Could AI Rotate Next?
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