AI Boom: Diversify Your Portfolio
Update: 2025-12-29
Description
Investors caution against relying solely on Nvidia in the AI boom. Adam Coons suggests a barbell strategy: pair tech giants like Alphabet and Microsoft with growth picks like Fortinet and CrowdStrike. Coons emphasizes disciplined position sizing for a balanced portfolio as the AI story unfolds. Checkout Solipillow.com
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