It's Time To Rotate Into Platform Businesses

AI trade is about to hit its limits while dominant platform businesses are giving generational buying opportunities.

Occasionally, moments arise in the market that remind me of Charlie Munger’s famous saying:

We are going through such times.

Since the beginning of the year, everything that can be somehow connected to the AI trade has skyrocketed, regardless of whether the connection promises real growth or not.

This isn’t something specific to now; it’s a characteristic…