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Tech and AI Investing Trends: A Stock Picker’s Take

447 Views16 Sep 2024 12:57
Podcast
SUMMARY
  • AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past year
  • Investment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutions
  • Tony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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