Christopher Davis thinks March will be a “tougher stretch” than the last two months, citing geopolitical tensions among other reasons. He examines market rotation and investor reactions to this earnings season. He argues AI capex will ultimately pay off, but the market is still questioning the narrative. Christopher likes megacaps such as Apple (AAPL), Microsoft (MSFT), and Alphabet (GOOGL) but thinks investors should wait on software companies unless they have big news. He also highlights Corning (GLW) and Berkshire Hathaway (BRK/B).

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