Lincoln Valentine
Senior analyst for international equities at JBWere, providing expertise on big-tech valuations, AI-driven capital expenditure cycles and investment risks.
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Nov 14, 2025 • 32min
Weekend Edition: How far will AI investment go?
Lincoln Valentine, a senior analyst for international equities at JBWere, dives into the volatile world of AI investment and big-tech dynamics. He discusses the current land-grab among tech giants, fueled by rising debts amid uncertain future demand. Lincoln contrasts the valuations of companies like Microsoft and Meta, questioning the sustainability of their growth. The talk highlights the risks of over-investment and the long-term viability of AI amidst changing market conditions.
