For Alcoa (NYSE:AA) to Caterpillar (NYSE:CAT), FedEx (NYSE:FDX) and others, life has been good for many companies and their shareholders. From interest rate and inflation fears, chip shortages or what lays ahead for companies on the other side of the novel coronavirus, Wall Street is convinced it has a handle on things. And today, Wall Street’s broader rotation out of higher multiple growth stocks is offering a baby with the bathwater opportunity in AI shares.