FT Vest AMD & Target Income ETF

• WB White Brook Capital Third Quarter 2025 Commentary ↗ White Brook Capital argues that AI infrastructure spending mixes genuine demand with speculative financing and sees narrative-driven valuations obscuring cash-generative businesses. The firm sold Tile Shop after its proposed delisting, retained its small-cap concentration, and expects operational changes at Portillo's and Target to strengthen their investment cases. Third Quarter 2025 PTLO $354MRGTI $3.9BTGT $69B +1

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