Ray Dalio says AI investors think they’re betting on technology but 'that’s not true.' Why most stocks may not survive

However, when too much money chases a single theme, it can lead investors to overpay for portfolio exposure to that technology vertical. This is especially true when it’s unclear which companies will ultimately dominate the space.Investor enthusiasm has pushed valuations higher across the tech sector, particularly in companies tied to chips, cloud infrastructure and generative AI tools. According to Goldman Sachs, generative AI could boost global GDP by about 7% over the next decade (3), indicating the amou ...