But HALO is where my core conviction lies. AI can replicate software endlessly, but heavy, irreplaceable assets—like $Vistra Energy Corp.(VST)$ $NextEra(NEE)$ $Caterpillar(CAT)$ — remain scarce and crucial. Their longevity, low obsolescence, and strategic role make them natural hedges against inflation and volatility.
For me, it’s a balance: watch for
TACO-driven short-term moves, but anchor in HALO assets that matter regardless of headlines. Over time, these heavy assets could outperform even when markets swing wildly.
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