Beaten-Down ETF Trades That Could Surge in Six Months
ETF Action's Mike Akins says laggard sectors overlooked during the AI boom may be your best bet for the next six months.
If you've been riding the AI wave and wondering what's next, Mike Akins of ETF Action has a straightforward message: stop chasing the winners and start looking at the losers. His thesis is simple — the trades that got left behind while Nvidia and its AI peers grabbed all the headlines are now sitting at compelling valuations with room to run.
Akins is specifically pointing investors toward groups that underperformed relative to the major AI stocks. These are sectors that didn't benefit from the artificial intelligence frenzy, meaning they weren't bid up to stretched multiples. That's exactly the setup contrarian traders love — unloved, under-owned, and potentially undervalued.
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The six-month time horizon matters here. It's not a day-trade call, but it's not a multi-year thesis either. You're looking at a tactical rotation — a calculated bet that mean reversion kicks in and capital flows back into these neglected corners of the market. Rotation trades like this tend to move fast once they get going, so positioning early is the whole point.
The risk, of course, is that AI euphoria keeps running longer than anyone expects, leaving contrarian plays underwater in the short term. But if you believe the market broadens out — and history suggests it usually does — adding exposure to underperforming groups now could look very smart by year-end.
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