Scared of the AI trade? Here are three investment themes instead, says Goldman Sachs
THE SO WHAT
When a major bank is pitching alternatives because semis are in a bear market, it’s a reminder that ‘AI exposure’ is now a macro trade with sentiment whiplash, not just a fundamentals story. Operators shouldn’t let this volatility drive roadmaps—keep building against real unit economics while investors rotate in and out of the theme.
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