Senior Vice President - Financial Advisor, Senior Portfolio Director
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
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AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.
