The article emphasizes that despite recent fears surrounding tariffs and stagflation, the momentum of the AI revolution remains unchecked. It suggests that AI advancements, particularly in agentic AI and automation, present continuing opportunities for investment, especially in semiconductor companies like ASML. The article contemplates a possible stock split for ASML if shares rebound, illustrating ongoing confidence in the tech sector's potential. By highlighting the emergence of 'Next Nvidia Stocks', the article underscores the importance of staying invested in technology amid market volatility.
"The AI boom will likely outlast mounting headwinds caused by unorthodox fiscal policy, whether it's robotics, agents, or artificial general intelligence that could prove ground-breaking in the coming decade."
"Continuing to stick with the AI theme seems like a prudent one, especially now that valuations are coming in, despite fears of tariff-driven stagflation."
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