Patrick Fruzzetti discusses the pullback in the AI and semiconductor trade, seeing the divergence between Nvidia (NVDA) and AMD (AMD) as more of a short-term rotation than a fundamental shift. He expects continued market rotation and choppiness, with political gridlock potentially supporting equities despite pressure from higher rates. He remains bullish on healthcare, pharmaceuticals and life sciences, highlighting Agilent Technologies (A) as a stock pick for its growth potential and pricing power.
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