The Hidden Value of Small Tech

The video discusses the semiconductor trade, highlighting the impact of AI on the sector. It addresses the overvaluation of the tech sector and suggests diversifying investments. The discussion extends to AI applications in various sectors like healthcare and energy. It emphasizes the importance of identifying undervalued stocks with AI potential and considers macroeconomic risks, including Fed policy impacts.

What are the current challenges faced by the semiconductor trade according to the text?

How has the AI trade been characterized in 2024?

What advice is given to clients regarding their investment portfolios?

What sectors are suggested for potential investment outside of tech?

What factors should investors consider when looking for unloved smaller stocks?

What is the significance of the Fed's upcoming decision mentioned in the text?

How does the speaker view the current state of the economy and its resilience?