Artificial Intelligence Stocks (AI)
International Stocks
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The speaker evaluates that the recent sell-off in the technology sector was a liquidation panic, but the long-term theme remains intact.
Dr. Tuğberk Çitilci
BloombergHT
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The speaker evaluates that the recent sell-off in the technology sector was a liquidation panic, but the long-term theme remains intact.
The speaker emphasizes the need to switch from 'pure AI' companies in the AI theme to energy and commodity companies that provide the infrastructure for this technology.
The speaker indicates that investments can be made in relevant stocks in US stock markets with the expectation that the growth trend in the AI and chip sectors will continue.
The speaker evaluates that the recent sell-off in the technology sector was a liquidation panic, but the long-term theme remains intact.
The speaker emphasizes the need to switch from 'pure AI' companies in the AI theme to energy and commodity companies that provide the infrastructure for this technology.
The speaker indicates that investments can be made in relevant stocks in US stock markets with the expectation that the growth trend in the AI and chip sectors will continue.