With the U.S. technology sector booming again, investors have to start playing a different game than they have in the past couple of years. The new strategy focuses on identifying the hottest names in the sector that are driving the rapid growth and adoption of artificial intelligence. It also includes uncovering the “lateral” opportunities poised to benefit from this powerful tailwind in the months and years ahead.
These lateral plays will be less popular and dull in the grand scheme. But that also means there will be less speculative behavior, limiting scary price whipsaws.
