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Should You Hold The Home Depot (HD)?
Carillon Tower Advisers, in its Q4 2025 investor letter, discussed The Home Depot, Inc. (HD), noting weaker-than-expected same-store sales despite positive contributions from recent acquisitions. The firm acknowledges HD’s potential but suggests certain AI stocks might offer higher and quicker returns. While 104 hedge funds held HD at the end of Q3, the article emphasizes a greater conviction in AI stocks for investment.