"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." This perspective reminds us of our experience investing during the internet bubble 25 years ago. (Yes, we're that old.) In the following video, Steve shares our nuanced view. He explains how we're positioning client portfolios along a path less traveled. This path allows us to profit regardless of which AI model or techn