SocGen strategist favors AI users over builders for 2027 on chip cyclicality

Société Générale's Manish Kabra said he will focus on companies using AI rather than building it in 2027, citing the 'yo-yo' cyclicality of the semiconductor trade.

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2026-11-13 08:34 · Bloomberg AI
SocGen's Kabra: Semi Trade's 'YoYo' Cyclicality Supports AI Users--Not Builders

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