In recent years, equity markets have thrived on the back of megatrends such as artificial intelligence (AI), clean energy, nuclear power, and digital transformation. These transformative themes have driven significant investor enthusiasm, leading to remarkable gains for several stocks. However, not all companies have benefited from this momentum.
Take Intel (INTC) and Enphase Energy (ENPH), for example. Both stocks have missed out on this rally and significantly eroded shareholder value.
