🗞️ Ai has been the markets bi

Adz5150

07-01 18:49

🗞️ Ai has been the markets biggest winner...

But I'm starting to think H2 won't simply reward the companies with the best AI story.

It will reward the companies that actually turn AI investment into earnings growth.

We've already seen billions poured into chips, cloud infrastructure and data centres.

The next challenge is proving those investments can generate sustainable profits.

That's why I'm paying more attention to quarterly results than daily headlines.

🔥 AI isn't over.

But I do think the market is becoming more selective.

The companies that continue executing will likely keep winning.

The ones that disappoint could be punished much harder than they were in H1.

For me, H2 feels less like chasing hype and more like separating the leaders from the followers.

💬 What do you think?

H2 Day One, Chips Hit Fresh Highs: AI Still the Playbook?

The S&P 500 rose 0.78% today, with the Nasdaq and Dow Jones also notching new highs on the first trading day of H2, extending what just closed as the strongest first half in six years. Yesterday we asked who would lead H2 — today the market offered an early answer, with semiconductors and AI once again at the front of the pack. Capital is visibly concentrating in the AI compute chain, though macro headwinds remain. Will you keep pressing the AI trade into H2, or take profits after a richly rewarding first half?

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