🎥 Our Partner Polka Mishra was live on Bloomberg News this week with Paul Allen, sharing her insights on the AI sector.
Key takeaways from her segment:
📌 AI is not a broad sector allocation anymore but one has to look at specific parts of the value chain – picks and shovels over application
📌 US hyperscalers are down this year, even with the NASDAQ up. Buying the big names may not mean buying the theme and its tailwinds.
📌 Within the space, need diversification across geographies : US infrastructure and data centres, AI infrastructure in China , and memory in Korea and Taiwan
📌 There is opportunity beyond AI. Banks benefit from elevated interest rates, and defence given current geopolitical tensions
🔗 Watch the full segment: https://www.bloomberg.com/news/videos/2026-07-27/insight-with-haslinda-amin-7-27-2026-video
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