Part 3/8:
Over the past four weeks, Howard has observed a significant rotation out of some high-flying stocks into other sectors, which he views as a promising sign for investors seeking to capitalize on these shifts. He highlights the ongoing technological revolution driven by artificial intelligence (AI), suggesting that long-term winners like Microsoft are well-positioned to benefit from the AI boom. Howard notes that the current pullbacks in major tech stocks might be temporary, and that accumulating positions in the "Seven Kings" — a term he uses for the top seven mega-cap stocks — could be a smart move.