It’s a great question. For now I’m cautiously optimistic:
- Undervaluation opportunities: Some of these stocks are now considered undervalued. Meta, Amazon, Microsoft, and Alphabet are rated 4 stars by Morningstar analysts.
- AI potential: Despite challenges in the near term, the structural growth component remains pretty strong for this cohort, particularly in AI development.
- Historical resilience: These companies have shown the ability to bounce back from previous downturns.
