As US tech sector feels DeepSeek AI pinch, Societe recommends investing in secular themes

J Studios:
After the US tech sector was rocked by Chinese AI startup DeepSeek, Societe Generale offered to take advantage of the ongoing volatility by investing in new secular themes that prioritize long-term “America-First” strategies, i.e. buying an equal weight of the S&P 500. on which it has much greater weight