Rotation into consumer staples/defensives - best plays?

Hi all, I think these IPOs are going to create some wide macro issues along with the rest of the broader climate. Inflation, jobs, social sentiment to AI, etc. I was looking into HRL and EL. They are both potentially poised for a rebound if there is significant rotation out of AI. But I've also been hearing ABT, NEE, PEP, TMO. What do you guys think are the best plays over the next 3 years? Open to opinions other than "AI only go up". submitted by /u/deeptones [link] [comments]