Latest / Power Players with Brian Sozzi
'You have to stick to your guns a little bit': The AI trade
"You have to stick to your guns a little bit" says Drew Pettit, Citi Director of US Equity Strategy when asked about investor euphoria, market bubbles and AI general: the latter remains one of its top themes.
Speaking with Brian Sozzi on Yahoo Finance's Opening Bid, Pettit gets into the weeds on the AI trade saying "structurally we like AI, we think it's a game changer" adding "I don't think people on the buy side know what these companies are gonna look like in 5 years".
On blockbuster companies like Nvidia, Sozzi asks Drew if some form of bubble has already burst. For example, what happens…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.