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AI Skepticism Could Be a ‘Contrarian' Positive for Tech Stocks
Barrons· 2025-11-10 17:35
Core Viewpoint - The investment theme is currently facing significant challenges, but Bank of America (BofA) views this as a positive development for the market [1] Group 1 - BofA suggests that the tough questions surrounding the investment theme could lead to better investment opportunities in the long run [1] - The current market environment is characterized by increased scrutiny and volatility, which may ultimately benefit informed investors [1] - BofA emphasizes the importance of adapting to changing market conditions to identify potential growth areas [1]
The Hard Part About Being Contrarian
Y Combinator· 2025-10-24 18:59
When open AI launched, it got mostly negative press. There were some people like a small like group of like techno optimist people who thought it was really cool, but by and large most people especially the AI researcher establishment in academia and in other companies mostly just like was extremely negative on the idea that a bunch of like >> 20 and 30 Yeah. could create AGI.They're like, you know, we're the experts in this. We've been doing this for like 50 years. If there was a way to do it, we would hav ...