Diez: Investing in Companies That ‘Make Things’ Avoids AI Risk & Benefits from AI Capex

Carlos Diez spotlights the stocks and sectors he’s watching this year. He likes companies that “make things,” arguing that these will be the least disrupted by AI, and will in fact see a boost from AI capex. Some of the names he’s watching include Argan (AGX) and Powell Industries (POWL), which he describes as strong fundamentally with a lot of upside opportunity.

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