Principal Asset Management's strategist Seema Shah is seeing interesting shifts ahead. She's pointing out that the AI narrative might expand beyond its current scope next year. Her take? Investors need to be picky about where they put their money, but the overall landscape looks promising. The key isn't jumping on every opportunity—it's about identifying which sectors will actually benefit from this expansion. Shah seems confident that 2025 could shape up nicely for those who position themselves smartly.