The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling

Core Viewpoint - The article critiques the notion that AI is a bubble, emphasizing the potential for lucrative investments in the sector based on the author's extensive experience in investing and risk management [1]. Group 1 - The author, Bram de Haas, has 15 years of investing experience and over 5 years managing a Euro hedge fund, indicating a strong background in financial markets [1]. - The author utilizes risk management skills developed from a background as a professional poker player to identify investment opportunities in special situations [1].