As US tech sector feels DeepSeek AI pinch, Societe recommends investing in secular themes

After the U.S. tech sector got rattled following the Chinese AI startup DeepSeek’s AI model, Societe Generale recommended taking advantage of the ongoing volatility by investing in new secular themes that prioritize long-term ‘America-First’ strategies, i.e. buying S&P 500 Equal weight, which has a much higher weight on