Looking Beyond Megacap Names in Tech

How much do investors want to be in on the chip, the infrastructure names that broaden out perhaps. Well, the portfolio manager for this fund, Tony Kim, is really looking across the value chain for opportunities in artificial intelligence. But right now, where he sees some of the biggest opportunity is in those infrastructure and hardware names.If you look at where the money is being spent on A. I. today, the almost quarter of $1,000,000,000,000 being spent by the Mega-cap tech names is being concentrated i ...