"People are starting to question" the AI debt financing story, says Max Wasserman, making the case that investors want to see more profitable use cases for the evolving technology. He still believes in the long-term AI narrative and names Alphabet (GOOGL), Microsoft (MSFT), and Broadcom (AVGO) as winners, though he "wouldn't chase" any at the moment. As far as investment opportunities go, Max favors the energy trade as crude oil prices stay elevated, along with some industrial companies.
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