The AI trade isn’t over: Where investors can find value

00:00 Speaker A

you actually say the AI infrastructure trade is not over. How should investors be looking at this space right now?

00:07 Speaker B

Yeah, thanks for the question. So, um, we think that there’s a the AI adoption and the infrastructure that will be deployed, um, to enable it, that tailwind will persist. And so there are a group of companies, um, that are publicly traded that are likely to benefit from this. And the reason that we have this conviction is first, just if you…