By Sharecafe Team
Publication Date: 2025-11-27 00:30:00
Despite fears that a bubble could be forming in artificial intelligence (AI) stocks, some of Australia’s biggest technology investors are taking advantage of the recent market decline to increase their exposure to the sector. The tech-heavy Nasdaq experienced a downturn earlier this month, sparking fears that the rapid rise in AI stock valuations was a reflection of the dot-com boom-and-bust era. However, firms like Munro Partners have used the billions drained from the market as a buying opportunity, a move that has already paid off as the Nasdaq quickly recovered.
Munro Partners, which manages a $1.7 billion Global Growth Fund, has increased its stakes in Nvidia, Alphabet and Taiwan Semiconductor. According to Munro Chief Investment Officer Nick Griffin, the correction was healthy and affected controversial areas such as quantum computing and crypto. Munro Partners is a global investment manager. They focus on identifying and investing in companies that will benefit long-term from…
