“This is the industrial revolution.” - Jensen Huang, Nvidia CEO Every article and talking head is now debating, "Is AI a bubble?" We believe "yes" and "no" - in a way that reminds us of our experience investing through the internet bubble 25 years ago. (Yes, we're that old.) In the following video Steve shares our nuanced view and how we're positioning client portfolios along a path less traveled - one we believe allows us to profit regardless of which AI model or technology