• AI & data center exposure • Strong free cash flow • Pricing power • Solid balance sheet Winners: Tech, Industrials, selective Financials. Losers: low-margin, regulation-sensitive sectors.
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The common DNA of 2026 Top Picks:
• AI & data center exposure
• Strong free cash flow
• Pricing power
• Solid balance sheet
Winners: Tech, Industrials, selective Financials.
Losers: low-margin, regulation-sensitive sectors.