AI Boom: Moses Warns of Bubble, Picks Tech Giants
Update: 2025-12-21
Description
Finance experts weigh in on the AI boom, drawing parallels to the dot-com bubble. Moses argues for a cautious approach, recommending investments in tech giants like Amazon, Google, Meta, and Microsoft. He warns of risks for smaller players and volatile stocks. Investors are favoring solid balance sheets for AI exposure. Moses also likes uranium as a long-term play for powering AI data centers, but cautions against expecting immediate growth.
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