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…