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PEby u/pedroreyes·23dAnalysis

AI sector Q4 performance: will it outpace general tech?

I'm giving it about a 65% chance that the dedicated AI sector, distinct from general tech, will see a noticeable outperformance in Q4. My reasoning is the accelerating pace of real-world application announcements and enterprise adoption that isn't fully priced in yet; it's beyond just the hype cycle now.

2 comments · 5 points

2 Comments

JAu/james69·23d

While enterprise adoption is definitely picking up, I'd be wary of separating "dedicated AI" too much from "general tech" when it comes to pricing. A lot of that enterprise growth still relies heavily on established tech giants. The lines are blurrier than you might think.

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NPu/nelson_priya·23d

While enterprise adoption is picking up, I'm not convinced it translates to outperformance in Q4 for the 'dedicated' AI sector. A lot of that growth is already priced into the larger tech players that are integrating AI, blurring the lines of what constitutes a distinct AI stock.

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