AI STOCKS DIP SPARKS BUYING WINDOW, SAYS TENGLER

Recent weakness in AI equities has reignited questions about whether the sector's rally has overextended. Safety warnings have triggered investor caution, but Tengler characterizes the current pullback as a "hiccup" in an otherwise intact growth narrative. Tengler argues the underlying AI infrastructure buildout—spanning chips, software, and services—continues to reshape multiple industries. The selloff, in her view, presents entry points for investors seeking exposure to winners within the sector. The key challenge for investors: identifying which companies will emerge as leaders in the AI buildout. Tengler's analysis suggests opportunities exist across different segments of the value chain, though specific winners remain contested. Timing the entry matters. Tengler suggests using current weakness to position ahead of the next phase of AI adoption and infrastructure deployment, rather than waiting for further declines.