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Experts
March 5, 2026

Syconvictions - March 2026

Today, investors are torn between excitement and apprehension . AI is appearing everywhere, but as total capex spending continues to grow, questions are being raised over its monetization. These hesitancies are creating extreme stock dispersion between AI infrastructure build- out players on the one hand, and companies viewed as ‘AI losers’ - the list of which is forever changing as new agentic AI capabilities are rolled out – on the other. Short term, these comings and goings call for discipline : indeed, it is unwise to chase themes that are under the spotlight. Investors should remain loyal to their analysis framework and focus on execution quality and corporate earnings.



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Syconvictions - March 2026

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