Part 6/9:
The Role of Artificial Intelligence and Future Investment Theses
AI remains a prominent theme, with the speaker confirming that AI investments form an integral part of their future strategy. Their investment holdings include Nvidia, among others in the tech sphere, signaling confidence in AI's transformative potential. Still, they maintain a cautious stance, emphasizing that current market conditions, combined with geopolitical risks, necessitate flexibility and prudent risk management.