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AI's Future: Boom or Bubble? Expert Weighs In
13 Dec, 2025
Summary
- Recent dents in AI enablers spark concerns about buyer returns.
- Strategist recommends owning AI's full value chain for stable growth.
- Focus on companies generating cash flow now, not future hype.
Recent market trends reveal increasing caution surrounding AI enabler stocks, with concerns surfacing about projected buyer returns on investment. This shift suggests a potential move away from purely front-end AI technology providers.
Experts are now advocating for a more diversified investment strategy within the AI sector. The focus is on owning the complete value chain, encompassing utilities for power generation, industrials for infrastructure development, and software components, alongside established chip manufacturers.
This approach prioritizes identifying companies capable of generating consistent cash flow in the present. By evaluating growth expectations against stock prices, investors can identify opportunities in sectors like energy, industrials, and software, including companies like Nvidia, NextEra Energy, Eaton Corp., and GoDaddy.
