Bank of America's Global Technology Conference in San Francisco focuses on some of the major tech trends, most notably AI. Bank of America Securities senior internet technology analyst Justin Post joins Catalysts to discuss how the technology is transforming the sector.
And it indicates that there was a larger spread between the NASDAQ and the S and P in the early odds versus today.Now, to what extent do you think that we are in two eras that are similar or disparate here when it comes to the concern about a potential tech bubble happening again?I've been through maybe three of these transitions in my career.
Well, just you mentioned Capex and as you know, too, well, all Capex is not created equal when it comes to things A I, what should investors be looking at to indicate which cap back on A I is useful for R and D in future potential gains versus just throwing spaghetti and money at the wall.I think each company is making a smart individual decision, but in aggregate are, are they spending too much is certainly a risk for the, for the companies.
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