Talley Leger says the AI investment theme is 'on hold' due to the current geopolitical environment but expects an eventual rebound to spur the next wave of AI innovation. He prefers a rotation from hardware into software following a SaaS-driven sell-off that has depressed software stock prices, suggesting selective software exposure as conditions improve.
Talley Leger says the AI investment theme is 'on hold' due to the current geopolitical environment but expects an eventual rebound to spur the next wave of AI innovation. He prefers a rotation from hardware into software following a SaaS-driven sell-off that has depressed software stock prices, suggesting selective software exposure as conditions improve.
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