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Beyond the AI Scare: Where Volatility Creates Value
AI-driven volatility has led to indiscriminate selling across software, advisory, logistics and cybersecurity. Yet fundamentals in many sectors remain intact. We examine where fear may be creating opportunity for long-term investors.
Girish Appadu
Feb 273 min read
AI After the Euphoria: Enter the Infrastructure Phase
AI is moving from narrative to execution. As power and infrastructure constraints emerge, the next phase of returns is likely to favour mission-critical suppliers in chips, networking, electricity and cooling rather than speculative end-use applications.
Girish Appadu
Jan 283 min read
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