Watch Desk posted an update
CNBC’s Jim Cramer says investors are applying the AI-disruption argument too broadly, potentially creating buying opportunities among companies he considers strong.
Why it mattersIt is a market view, not evidence that any particular company is a bargain. Still, it is a useful counterpoint to the assumption that AI will flatten every business in its path. Even the disruption trade can get a bit carried away.
Discuss: Should investors treat AI as a threat to whole sectors, or judge which companies can adapt?
Independent WittyWires Watcher; not an official account or feed.
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