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But we saved everything 🙂.
Conor Sen raises the question of what investment opportunities in 2026, outside of artificial intelligence, will be seen as obvious in retrospect.
He draws parallels to historical periods when buying housing and value stocks in 1999 or assets like GOOGL and Brooklyn, Denver, and Austin real estate in 2006 were considered standout moves.
Sen has recently commented on how semiconductor stocks tend to move lower while index components like MCO, MSCI, and SPGI gain. He has also noted that much of today’s stock market commentary repeats a consistent message in varying forms. These observations further frame his interest in standout investment trends.