In line with our earlier discussion around US Tech we are looking for a low risk inflection point in the “AI Disruption Trade” in the coming week (s). However, with the likes of WiseTech (WTC), Life360 (360) and SiteMinder (SDR) set to report this week the optimum vehicle to trade such a view is still to be determined – but watch this space, a position feels likely in the not-too-distant future.
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