The AI Revolution: Are Investors Right to Place Their Bets?
By
Nikolai Petrovich Kuznetsov
1 min read
⚠️ Heads up: this article is from our "experimental era" — a beautiful mess of enthusiasm ✨, caffeine ☕, and user-submitted chaos 🤹. We kept it because it’s part of our journey 🛤️ (and hey, everyone has awkward teenage years 😅).
Investors are pinning high hopes on artificial intelligence (AI) to spearhead the forthcoming tech revolution. The surge in AI chipmaker Nvidia's stock has fueled optimism, reflecting the rising prominence of AI in the mainstream. Ben Rogoff, lead fund manager at Polar Capital Technology Trust, delves into the rationale behind allocating over 80% of the fund's assets to AI-related growth. Addressing concerns regarding a potential valuation bubble, he sheds light on the behavioral shifts among tech leaders, hinting at an accelerated pace of change in the markets.