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Stock Pickers Burned by the AI Boom Think Their Moment Has Finally Arrived
The recent decline in CoreWeave's shares signals a potential pivot point in the market's AI enthusiasm, a shift that could favor stock pickers who have struggled amidst the tech surge. With the AI narrative appearing to mature or enter a consolidation phase, this may present opportunities for stock selectors feeling overshadowed. Investors should consider whether this trend signifies a broader recalibration in equities, as sentiment begins to wane and company fundamentals regain focus.