Jordi Visser: The AI bubble theory does not exist, half of S&P 500 companies will lose investment value
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22V Research head of research Jordi Visser stated that the AI bubble theory does not exist and that in the next 5 to 10 years, half of the companies in the S&P 500 index will lose their investment value. Jordi Visser pointed out that Samsung is expected to achieve a profit of 217 billion USD this year, NVIDIA's valuation is at a decade low, and hyperscale cloud providers have remaining performance obligations totaling 20 trillion USD. Jordi Visser recommended that ordinary investors allocate 10% of their funds to leading digital assets and AI frontier assets, while young investors can allocate 20%. He is optimistic about NVIDIA, Marvell Technology, Eli Lilly, Caterpillar, and Modine Manufacturing.
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