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Q2 2026 Top Investment Themes: AI, Semis, South Korea, Space
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Q2 2026 Top Investment Themes: AI, Semis, South Korea, Space
Markets are embracing the idea that we are in an AI supercycle. Investors are betting on a multi-decade technological shift, similar to the internet, that will transform industries, computing, and infrastructure. And similar to the internet buildout, a massive capex cycle accompanies AI. According to Bloomberg estimates, hyperscalers like Alphabet, Microsoft, Amazon (via Amazon Web [...] The post Top Investment Themes for Q2 2026: AI, Semis, Sou…
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