Beaten-Down ETFs Could Outperform AI Stocks in Six Months
ETF Action's Mike Akins says underperforming market segments could deliver big gains as AI trade momentum shifts.
If you've been riding the AI wave, it might be time to look at what got left behind. ETF Action's Mike Akins is making the case that the groups crushed by the AI trade's dominance are now your best setup for the next six months. That's a contrarian play worth taking seriously.
When a theme runs this hot for this long, the rest of the market tends to get ignored — and ignored assets get cheap. Akins is flagging exactly that dynamic. The sectors and ETFs that trailed mega-cap AI names have been sitting in the discount bin while everyone chased Nvidia and friends. That spread doesn't stay wide forever.
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The logic is straightforward: rotation happens. When momentum in the dominant trade stalls — even briefly — money flows fast into the laggards. If Akins is right on timing, getting into these underperformers now means you're already positioned when that shift hits. You don't want to be the trader buying after the move.
This isn't a call to dump your AI exposure. It's a call to diversify within your portfolio toward the names that haven't had their moment yet. The next six months could reward patience in the unloved corners of the market far more than doubling down on what's already priced for perfection.
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