Investors are underestimating AI. But the real challenge is diversification, this strategist says.
THE SO WHAT
If even AI-bullish CIOs at houses like HSBC think investors are underexposed and under-diversified, capital is likely to spread beyond the current handful of mega-caps. For operators, that means more funding and attention for second-tier enablers—infra, tooling, and vertical apps—so position your story around portfolio fit, not just TAM.
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