ANALYSIS-INVESTORS USE DOTCOM ERA PLAYBOOK TO DODGE AI BUBBLE RISKS
https://media.zenfs.com/en/reuters-finance.com/1f6f7efb717b4f1be81255d89f13385b
✍️ Major investors are shifting from hyped-up AI stocks to potential next-in-line winners, reviving a strategy from the 1990s dotcom era.
👉 Investors are shifting from hyped-up AI stocks to potential next-in-line winners 👉 Strategy is similar to the 1990s dotcom era 👉 Investors are focusing on software groups, robotics, and Asian tech 👉 Some investors are trying to benefit from AI data centers and advanced chips without taking on direct exposure
-- #NaomiRovnick #FrancescoSandrini #SimonEdelsten #MarkusBrunnermeir #StefanNagel #BeckyQin #KevinThozet #ArunSai #OliverBlackbourn #London #Italy #WallStreet #business
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