Everyone's asking the wrong question about an AI bubble. Here are the stocks to buy — and when.

Core Insights - The article discusses the deflation of the AI bubble and identifies technology stocks that are positioned to survive and thrive in the changing market landscape [1] Group 1: AI Bubble Dynamics - The AI bubble is experiencing a deflation, indicating a shift in market sentiment towards technology stocks [1] - Companies that have strong fundamentals and innovative capabilities are likely to withstand the downturn in the AI sector [1] Group 2: Investment Strategies - A playbook for managing investments during the AI bubble deflation is provided, emphasizing the importance of selecting resilient tech stocks [1] - The article suggests focusing on companies with sustainable business models and growth potential, rather than speculative investments [1]