Asia Software Stands to Benefit From AI Push: Robeco

The transcript discusses AI investments, focusing on market trends, potential applications, and the impact of US-China relations. It highlights the sustainability of AI trends, valuation challenges, and stock selection strategies. The discussion includes the role of President Trump and Biden in shaping AI policies and the influence of the semiconductor supply chain in China. The importance of identifying undervalued stocks with AI potential is emphasized.

Discuss the implications of President Biden's sanctions on AI for the semiconductor industry.

What factors should investors consider when evaluating AI-related stocks in the current market?