Parshv Shah

Parshv Shah, Portfolio Manager at Kingdon Capital Management, shares keen insights on generative AI's game-changing influence in the stock market. He discusses shifts in market sentiment, focusing on tech giants like Google and Amazon. The conversation dives into the future of companies like Nvidia and Adobe, alongside the emerging role of AI in cybersecurity. Shah also highlights the competitive landscape for consumer internet firms, exploring opportunities and challenges presented by custom silicon and agent technology.