Erin Gibbs discusses the market’s rotation beyond mega-cap AI stocks and the opportunities she sees in consumer discretionary. She highlights Bath & Body Works (BBWI), Five Below (FIVE), Abercrombie & Fitch (ANF), Brinker International (EAT) and Hasbro (HAS), pointing to strong earnings, improving guidance and attractive valuations. Gibbs also makes the case for greater diversification into mid-caps and equal-weight strategies as investors look beyond the Mag 7.