🇪🇺European investors are starting to look beyond chipmakers for AI exposure. With valuations becoming increasingly stretched, capital is beginning to rotate into power companies and banks instead. The AI trade isn’t slowing down. It’s evolving.

🇪🇺European investors are starting to look beyond chipmakers for AI exposure. With valuations becoming increasingly stretched, capital is beginning to rotate into power companies and banks instead. The AI trade isn’t slowing down. It’s evolving. https://t.co/ThgstoLTa3