We can't let a bad call cloud our future thinking. Facts change, and we reconsider our investment theses.
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Alphabet can no longer be ignored.
We're stepping in again as the stock continued to pull back from their February highs.
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
The tech giant was on the shopping list we shared on Thursday.
We always say discipline trumps conviction, and we don't want to be greedy after a tremendous rally.
We're nibbling this tech stock as new tariff threats from President Trump targeting the EU bring volatility back to markets.
