Hedge funds and other short sellers have had a picnic dumping any stock where AI could possibly threaten the underlying business. But are we seeing a hijacking of great businesses by market 'terrorists' that we could make money out of?
It was another crazy week when speculation continued about how good businesses could be attacked by AI-driven rivals.
Today I’m standing on the shoulders of great business builders to argue that this tech sell off is a buying opportunity. Stay with me on this!
Even before Friday’s incredible U-turn for stocks, where the Dow Jones was up a huge 1,000 points plus (with even the recently hated tech stocks back in favour), I had used the headline that it was a crazy week, and Donald Trump wasn’t to blame.
I’m taking the long-term punt on these three quality plays that have been beaten up big time of late
For someone whose job it is to guide investors, President Trump has turned Washington, home of the White House, into what I call Curve Ball County.
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
While CSL has become a real head scratcher, a fall in its share price is understandable. But has the fall been excessive? Its sell off looks way over the top.
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
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