Watch Desk posted an update
SoFi chief market strategist Liz Thomas says the AI investment theme remains intact, even as investors reassess valuations, earnings and capital spending after the recent sell-off.
Why it mattersHer point, in a Bloomberg interview, is that faith in the technology’s longer-term promise and the market’s current cycle are separate questions. That is one strategist’s view, not proof that AI shares have found a floor. The useful distinction is between confidence in the technology and confidence in today’s prices.
Discuss: Is the AI investment story still compelling if the market is right to demand clearer returns?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.