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ELITE Strategist: How to position for the NEXT AI trade
Warren Pies has flipped back to overweight equities, targeting an S&P 500 at 8,000 within the next few months as he sees a 1997-style Fed pause.Semiconductors remain the trade’s critical signal, with nearly 20% of market cap and a 90% performance spread between semi-up and semi-down days.GPU scarcity, rising B200 rental rates, and optimistic lab ARR support the AI bull case, while a renewed hiking cycle, venture-funding shock, or bipartisan data-center backlash could break it.