Wall Street Alliance Group

Disclosure: Visit our website for disclosures: www.wallstreetalliancegroup.com. Opinions expressed are those of Aadil Zaman and do not reflect the views of Osaic Wealth, Inc. or its affiliated entities. These opinions are not intended as recommendations, offers, or solicitations to buy or sell any financial instruments. The information is illustrative, has not been verified for accuracy, completeness, or reliability, and is current only as of the date of creation. Specific stocks mentioned may not be suitable investments for your individual situation.

The broadening of the market and the rotation out of mega-cap tech into other areas, which we called for, is now clearly on display this year.
In 2025, markets rewarded promises, narratives, and spending announcements. Today, that playbook is no longer working.
Our view is that 2026 is the Year of Ex*****on.
Markets are no longer rewarding vision alone — they are demanding visible results, cash flow, and earnings delivery.
We’re seeing this shift show up clearly in earnings reactions and sector leadership. This is exactly what Wall Street Alliance Group Partner, Aadil Zaman, discussed in an interview on CNBC — a transition from narrative-driven markets to outcome-driven markets.
As leadership broadens, discipline and ex*****on matter more than hype.

Here come the AI enablers.

Wall Street Alliance Group Partner Aadil Zaman joined CNBC to discuss what we see as the next phase of this market cycle.

We believe investors should be prepared for a 10–15% pullback in the near term.
This isn’t a question of if — it’s a question of when.

Markets have become increasingly top-heavy, with a small group of mega-cap tech names driving an outsized share of returns. A pullback here wouldn’t be a failure — it could actually be healthy, helping broaden participation and strengthen the foundation of the bull market.

Word of the Day: Handoff.
We’re entering a handoff in market leadership.

• Phase 1 rewarded the AI winners
• Phase 2 will reward the AI enablers — the companies that build, power, transport, and maintain the physical infrastructure behind AI

After a decade of digital-first leadership, the expansion is moving into the physical economy: manufacturing, power generation, logistics, and industrial engineering.

This isn’t about AI hype.
It’s about real spending, real assets, and earnings visibility.

The next leg of the AI boom won’t be led by code alone — it will be built.

Here come the AI enablers.

Wall Street Alliance Group Partner Aadil Zaman joined CNBC to discuss what we see as the next phase of this market cycle.

We believe investors should be prepared for a 10–15% pullback in the near term.
This isn’t a question of if — it’s a question of when.

Markets have become increasingly top-heavy, with a small group of mega-cap tech names driving an outsized share of returns. A pullback here wouldn’t be a failure — it could actually be healthy, helping broaden participation and strengthen the foundation of the bull market.

Word of the Day: Handoff.
We’re entering a handoff in market leadership.

• Phase 1 rewarded the AI winners
• Phase 2 will reward the AI enablers — the companies that build, power, transport, and maintain the physical infrastructure behind AI

After a decade of digital-first leadership, the expansion is moving into the physical economy: manufacturing, power generation, logistics, and industrial engineering.

This isn’t about AI hype.
It’s about real spending, real assets, and earnings visibility.

The next leg of the AI boom won’t be led by code alone — it will be built.

CNBC: Aadil Zaman on the Case for International Outperformance

Disclosure: Visit our website for disclosures: www.wallstreetalliancegroup.com.

Do not personally own IXUS.