00:00We spoke to eight investors about whether they think a bubble is forming in AI and how they think people should invest around that outlook.
00:06Our reporting identified three main themes.
00:09The first is the so-called picks and shovels AI trade.
00:11This goes outside the hardware companies you might normally associate with AI, like NVIDIA or AMD.
00:17Think industrial stocks, the companies that make the construction equipment used to build data centers.
00:21The second theme is looking outside the U.S. for international opportunities.
00:25We collected recommendations for Japanese small cap stocks as well as European value stocks.
00:30And third, the investors we spoke to said to stay positive on hyperscalers like Amazon, Microsoft and Meta, which have gotten pushback lately over CapEx spending plans.
00:40Our sources told us that these companies still have bulletproof balance sheets and won't have to take on debt to build data centers, which gives them a big advantage.
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