5. The Real Economy Pivot: Trading Tangible Demand in an Intangible World
The Hook: High-beta tech is stalling. The smart money is moving into the "Physical Backbone": AI Power, Electrification, and Industrial CapEx.
The Content: Contrast "Speculative Duration" (unprofitable tech) with "Tangible Demand" (Energy and Industrials). Highlight how the AI infrastructure buildout provides a structural floor for these sectors even if the broader economy cools.