Investors Abandoned These 3 AI Stocks Too Early, Says Jeff Clark

▤ Summary

Jeff Clark of TradeSmith argues that narrow market breadth and concentrated gains in AI and semiconductor names set up a rotation into beaten-down stocks. He highlights Figma, Kratos Defense, and SoundHound AI as examples that retreated sharply from recent highs despite solid revenue growth or expanding user metrics. Clark reasons these names trade below fundamentals and could benefit when market leadership broadens away from the momentum winners. The piece frames these stocks as potential long-term opportunities for patient investors who expect the AI-related rally to broaden.

▦ Linked Companies

Figma

$1M to $5M