Move over, Nvidia: A portfolio manager at $204 billion TCW Group shares a cloud computing competitor and 3 other underrated AI trades [Business Insider]
Arista Networks, Inc. (ANET)
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Source: Business Insider
Feagans recommends these 4 under-the-radar AI investment opportunities. Many are approaching AI as a winner-takes-all market dominated by a few trillion-dollar names. However, others believe there's room for more than just the Magnificent Seven in what's being called potentially one of the " largest investment opportunities in human history ." In a recent interview with Business Insider, Evan Feagans, a portfolio manager at TCW Group, shared four under-the-radar investments in the AI space he likes — including an Nvidia competitor that nobody is talking about. No Nvidia monopoly With Big Tech — Nvidia in particular — generating massive amounts of buzz around AI, it's easy to think that the current industry leaders will continue to reign supreme. Banks such as UBS certainly believe so. In a recent note, Ulrike Hoffman-Biurchardi, UBS's head CIO of global equities, predicted that the AI landscape would be "dominated by an oligopoly of vertically integrated 'foundries' and mon
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ANET
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