Investing Experts cover image

Don't fear AI bubble, there will be winners - Tech Contrarians

Investing Experts

00:00

There Will Be Winners in an AI Bubble

Sara emphasizes selective investing: AI may have a bubble-like run but durable winners (Nvidia, Broadcom, memory vendors) will emerge.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app