Rami Sarafa believes investors are getting "choosier" with investments tied to the AI trade as energy volatility and a projected interest rate hiking cycle hit bullish sentiment. He believes hyperscalers face some of the greatest risks due to their massive financing needs as the AI buildout scales. Rahul Pangam adds that a greater focus on how companies will generate ROI makes the "choosier" investor mindset more prominent. He says he's confident in the next phase of AI's growth, so long as companies build confidence in their profit roadmaps.
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