After a 547% Windfall, AI Supply-Chain Winner Is Trimmed From Model Portfolios as Market Rotation Accelerates
ProPicks AI strategies have shifted cash away from chip-related hardware winners into healthcare, energy and industrials after an extended rally. One standout holding, Kingboard Holdings, returned a staggering +547.10% from its February 2025 selection to the model exit. The decision to sell reflected stretched valuation, slowing underlying growth, …