Seeking Alphaยท2025-09-02 17:26Group 1 - The AI revolution is driving companies to trade at high valuations due to strong current financial performance and promising future growth opportunities [2] - The Data Driven Investor focuses on uncovering alpha in the AI sector while managing downside risk in a volatile tech landscape [3] - The Long Term Growth Portfolio of The Data Driven Investor has achieved a nearly 194% increase since 2018, emphasizing disciplined strategy and risk-aware execution [1] Group 2 - Companies like NVDA have shown significant returns, with a notable example being a 1300% gain from a trade made at $8.78 in 2020 [1] - The investment strategy includes options ideas for short-term income, quantitative stock strategies, macro analysis, and tactical ETF strategies [3]