🗞️ 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?
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