I would like to know your opinion on the following thesis and consequences, and if you have any alternative ones. I am looking to allocate cash during the next year and would love to know your opinion. My investment premise is the following: the AI hype is gonna die down in the following months, causing relocation of capital into other sectors. In that scenario, is worth knowing which sectors are those. AI basically sucked the life of every industry in the planet and that's reversing right now.
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