WSJ's Take On the Week How to Navigate an AI Bull Market, With Tech Investor Imran Khan
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Jul 27, 2025 Imran Khan, founder and chief investment officer of Proem Asset Management, shares insights from his extensive experience in tech investments, previously serving as chief strategy officer at Snap. He discusses the latest trends in the AI bull market, focusing on major players like Nvidia and Meta. Khan highlights how AI enthusiasm fuels market speculation and herd behavior among investors. He also emphasizes the potential of private investments like OpenAI, providing a nuanced view of the balancing act between excitement and risk in the evolving tech landscape.
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Meme Stocks Return Stronger
- Meme stocks are back with even more intense retail activity than in 2021.
- The gamblification of financial markets has increased, driven by easy trading and short-term risky bets.
AI Must Drive Economic Value
- AI investment focuses heavily on infrastructure and sectors that will generate real economic value.
- Companies need to increase either market share or the overall economic pie to succeed.
Invest in Data-Rich Firms
- Investors should consider firms with large data assets and the capital and talent to leverage it.
- Data is the oxygen of AI, critical to succeed in the AI-driven market.