Addressing the intense investor euphoria surrounding AI and data center themes, Sonthalia urged strict caution, advising investors to look at these hype-driven narratives "deeply under a microscope."
Emkay's Manish Sonthalia cautions investors against the current intense euphoria surrounding Artificial Intelligence and data center themes. He advises a deep, microscopic examination of these hype-driven narratives. Sonthalia identifies a 'sweet spot' in 'Factories of World',…
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