Artificial intelligence has become one of the trading market’s super-sized investment themes, driving extraordinary gains for semiconductor companies and the businesses building the infrastructure behind the AI revolution. After such a remarkable run, where should investors be looking now?
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In this edition of Expert Exchange on HotCopper.com, we explore the question with Carrara Capital Chief Investment Officer David Sokulsky.
Sokulsky shares where he believes the most compelling opportunities exist across the AI ecosystem, explains why he’s becoming selective on some of the market’s biggest winners, and discusses whether investors should still be backing semiconductor leaders or looking elsewhere for the next phase of growth.
The conversation covers some of the biggest names in AI, including Nvidia, SK Hynix, Samsung, AMD, and TSMC, as well as the rapidly rising cost of AI adoption and what that could mean for company earnings and future returns.
We also discuss where the next opportunities may emerge across the AI ecosystem, whether semiconductor leaders like Nvidia are still compelling, and which areas of the market could be better positioned as the AI theme matures.
David also explains how critical it is for investors to fundamentally be involved in the trade, whether the next wave of AI winners will look different from the first, and which parts of the sector he thinks offer the strongest long-term investment potential. If you’re looking to understand where the AI investment story goes from here, watch the full Expert Exchange conversation with David Sokulsky above.
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