Energy commodities, steel producers, and car manufacturers may experience significant comebacks as AI infrastructure buildout and onshoring drive new demand cycles, reversing recent underperformance.
forecastpending
Speaker
Tavi CostaEvidence Quote
“I think energy commodities could make a comeback...steel producers...car manufacturers [45:44]”
Created: 8/12/2026, 10:26:29 PM
My Notes
Loading notes...