Is AI the next dot-com bubble or are we still in the early stages? In this episode of In the Money with Amber Kanwar, CI Global Asset Management’s Peter Hofstra shares why he believes the worst of tech sector volatility is behind us and why he remains optimistic on AI. He points to strong and steady spending in the space as a sign that fundamentals are intact, and explains why AI adoption is now a “use it or fall behind” moment for investors and businesses alike. While he uses puts to manage risk when valuations run high, Hofstra makes it clear: right now, he sees more opportunity than downside.
