Tech Expansion Breeds New Markets for Investors

The video discusses current investment themes in the tech sector, focusing on the shift to cloud computing with major players like Amazon, Microsoft, and Google. It explores the potential of drone technology, particularly in industrial applications, and highlights semiconductor companies like NXP and Amphenol. The speaker reviews fund performance, emphasizing long-term investments in companies like Alphabet, Apple, and ARM Holdings. The discussion concludes with insights into AI's transformative impact on global business, highlighting advancements by Microsoft, Google, and Facebook.

What are the long-term prospects for companies like Microsoft and Google in the tech sector?

How do you think the shift to an AI-first world will impact businesses globally?