OAKTREE MEMO AI
Michael Burry is still betting against Palantir even after Trump's 'warfighting' praise. AI bubble ready to pop?Veteran investor Michael Burry remains bearish on Palantir Technologies, citing high valuations and AI bubble risks. While optimism persist...
AI stocks in bubble zone? Howard Marks on how to invest in this new worldAmid fears that artificial intelligence is just a bubble ready to be popped, billionaire investor Howard Marks said that it is very real an...
AI bubble or euphoria? Howard Marks warns you not to bet the house on futureHoward Marks says AI may be a transformational “inflection bubble,” urging investors to avoid going all-in or all-out. He highlights soarin...
Oaktree Capital’s Howard Marks explains why AI can’t replace human fund managersThe ace investor says that computer can't do qualitative and subjective things like humans.
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