I am bearish but invest bullish by seizing value opportunities
Ryk de Klerk’s focus has shifted from picking AI ‘winners’ to identifying future ‘survivors’ – and balancing portfolios with undervalued, lower-risk Healthcare and Consumer Staples.
#Mag7
As the DeepSeek dust settles – what have we learned about investing in AI?
Chinese startup DeepSeek unveils a cost-efficient method for training generative AI chatbots, prompting experts to re-examine investment strategies and the future of AI infrastructure.
