The Story
News Summary
- Eagle Capital warns in its Q2 letter that crowded AI trades face valuation and cash flow risks, prompting rotation into undervalued sectors.
- The fund highlights Alcoa, forecasting mid-teens EPS growth driven by favorable aluminum supply constraints and China's smelter caps.
Explore US500 price history & advisor snapshot
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Stored market data
US500 price history
7637.76
+12.11% over the displayed period
Advisor Snapshot
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