AI Summary

If you've been investing in the AI boom, you probably own most of the same names everyone else does. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that playbook has worked well for investors. NVIDIA alone has minted more wealth in two years than most companies create in a century. The hyperscalers have all hit fresh highs. AI software stocks that were speculative bets in 2022 now trade…

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