Ari Sass says the AI trade is moving beyond Big Tech and highlights several undervalued "hidden value" stocks as his top picks for investors. His view implies a potential rotation of flows into non-mega-cap names exposed to AI, creating idiosyncratic upside opportunities for select value-oriented equities.
Ari Sass says the AI trade is moving beyond Big Tech and highlights several undervalued "hidden value" stocks as his top picks for investors. His view implies a potential rotation of flows into non-mega-cap names exposed to AI, creating idiosyncratic upside opportunities for select value-oriented equities.
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moderately positive
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0.35
