Monthly Commentary – March 2024

This question has gained traction in the minds of investors and the media alike. This should not be a surprise though; all we have to do is look at the seemingly unstoppable meteoric rise of AI-related stocks like Nvidia, ARM Holdings, and Super Micro Computers. The number of companies that have incorporated the term “Artificial Intelligence” into their earnings calls over the past couple of quarters is astounding, prompting investors to wonder whether we are witnessing the early stages of a tech bubble…and rightly so.

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