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The Silver Sofa's avatar

This does raise an interesting point: everyone is focused on betting on the companies developing AI.....but with Capex so large, and valuations already so stretched, the next wave of profits likely lie with the companies who best utilize and integrate AI as it become ubiquitous

Stephen X's avatar

Is it true that over longer time Horizons 95% of most wealth mangers do not achieve any alpha. Most you can do is be the market.

TheGamingDividend's avatar

Yes this is 100% true but that's because so many of them trade in and out of positions so frequently. We are currently outperforming the market