Your artificial intelligence (AI) portfolio probably looks very different than it did six months ago. Here’s why it’s okay.

Your artificial intelligence (AI) portfolio probably looks very different than it did six months ago. Here’s why it’s okay.

If you’ve had a top position in artificial intelligence (AI) for the past two years, it probably includes many of the same names: NVIDIA, Advanced Microdevices, Microsoftsome hyperscalers and maybe some software as a service (SaaS) plays that had “AI” somewhere in the investor deck. Back then, if a CEO or someone on an earnings…

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