Q: Hi All at 5i!!
There have been ruminations that Ai is in bubble territory. In case that this is true and we are in for a correction, which 5 Ai producing companies would be likely to weather the downturn the best.
Cheers,
Tamara
There have been ruminations that Ai is in bubble territory. In case that this is true and we are in for a correction, which 5 Ai producing companies would be likely to weather the downturn the best.
Cheers,
Tamara
5i Research Answer:
If there were some sort of bubble/bubble bursting type of scenario, we think most/all companies exposed to the theme would get hit so it's hard to choose an AI company that might whether the storm. Names with more diversified operations would likely fare the best and this would be the mega-cap names like MSFT and GOOG but they would still likely get hit in any sector event as well.