Listen to the audio version of this article (generated by AI).
Editor’s Note: Yesterday’s selloff is a useful reminder that even when the long-term AI story remains intact, good stocks can still get swept up in short-term volatility.
Below, Luke Lango explains why falling token prices are not necessarily a sign that AI demand is weakening. In fact, as AI becomes cheaper and more efficient, people and businesses are using more of it – a dynamic that could fuel the next leg of the boom.
But identifying good AI stocks is only part of the job. You also need to know which companies deserve a place in your portfolio, how much to allocate to each one and whether those positions can hold together when the tape gets ugly.
That is exactly why Eric, Luke and I rebuilt the AI Revolution Portfolio around roughly 20 hand-picked positions with specific allocation recommendations. The new portfolio is live now.
