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Anish Chopra
Portfolio Management Corp managing director
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Avoid call on AI names priced on speculative cash flows 2-5 years out.
In other sectors or other areas, they're very high in the sense that if you're looking at certain AI names, and you look to the future, some of these companies are trading on speculative cash flows that may or may not materialize two to five years out. So as an investor, you want to stay away from that.
Buildout is the bottleneck; big buyers pay above-average pricing to lock capacity.
And when you look at the bigger companies who need that infrastructure build, they're willing to lock it up and try to lock it up as quickly as they can and pay above average pricing to lock that infrastructure up if they're able to. That's really the bottleneck here is just the build out of the infrastructure and the time that's going to take.
Nasdaq since this was said: ▼ -0.5% · 26,585 → 26,456 · as of 2026-08-05
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