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The State of the AI Trade 11/17/25
Manage episode 519916342 series 2874537
Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1341 epizódok
Manage episode 519916342 series 2874537
Scott Wapner and the Investment Committee debate the AI trade as hyperscaler spending surges in the sector. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1341 epizódok
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