📺 Our Partner Polka Mishra joined Paul Allen on Bloomberg News’ Insight to talk through the tech sell-off and opportunities and risks in the AI value chain.
Here are Polka’s key insights:
✔️ This isn’t the dot-com bubble. The mega-caps driving AI are backed by real revenue and rising earnings.
✔️ The risk sits with companies that aren’t cash-flow positive, funding the build-out with debt. That’s where a bubble could form, and burst early.
✔️ The demand-supply gap in memory is real — but you have to be selective about which part of the value chain you own, and when.
The throughline: this is a market that rewards knowing where you are in the cycle, not chasing the theme.
🔗 Watch the full segment: https://www.bloomberg.com/news/videos/2026-06-26/what-s-driving-tech-selloff-as-korea-issues-trading-halt-video
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