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Conor Sen expects the focus to move away from the technology sector and shift back to banks and housing over the next 3 to 5 years.
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Earlier this year, Conor Sen noted that consistent nominal GDP, corporate profits, and stock market growth are limiting incentives for most U.S. companies to rapidly adopt AI technologies, as seen in his analysis of stable market trends. He has also questioned whether increasing stock investments on a broad scale would necessarily raise collective net worth, according to comments in a separate post. Both views suggest a measured outlook on tech sector-driven change.