The Contrarian•
The Contrarian: Why AI Stock Valuations May Actually Be Justified
While many bears point to extended valuations in AI names, we present a counterargument: current prices may be rational when viewed through the lens of historical technology adoption curves.
RT
Research Team
Main Line Briefing Room
While many bears point to extended valuations in AI names, we present a counterargument: current prices may be rational when viewed through the lens of historical technology adoption curves.
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