SPGI is a buy; low valuation (PE ~26.5) combined with stable recurring revenue and high debt issuance supports holding.

So, you can see the top 10 list: Microsoft, Meta, Visa, S&P Global, Google, Disney, Capital One Financial, Thermo Fisher Scientific, DHR and Comcast.

I mean, just take a look at this list. We have S&P Global, Accenture, Intuit, SAP, Equifax, Cognizant, and Salesforce. These are all companies that have been hammered over the last year, with some being down 50% at some points.

These are software companies, IT services, and financial data companies. These are what I deem as AI victim stocks.

For example, S&P Global is very high on this list at number four. Despite continued growth in their sales, we can see a substantial decrease in the share price after that earnings report back in early January, maybe late February, where the stock was trading above 500 and in a matter of days trading below $400 a share.

And just take a look at what this does for the stock in terms of forward valuation multiples. Take a look at that forward PE. They're trading at their lowest forward PE multiple really in the last five or so years with it currently sitting roughly at around 26.5.

Now, that's still a PE multiple that's a premium relative to the market, but think about the business model. Their indices business, incredibly stable, growing recurring revenue.

Their credit rating business segment, debt issuance is through the roof right now. So, this is a stock that I've personally added to my portfolio and I'm down on just a little bit right now, down by about 10%, but I'm super excited to hold it.