00:00 Speaker A
What names do you like in tech here?
00:03 Speaker B
Yeah, I I like a lot in tech, actually. So anything that has exposure to AI or the efficiency boom, and anything that has exposure to digitization as well as, uh, software and cloud, anything that needs to bring that to come to life is what I’m liking. So from the baseline perspective, the software or the hardware chips. So Nvidia absolutely is a portion of that. But I also like IBM. That is needed from an enterprise solution perspective to put on those guard rails that are extremely important as we think of broader adoption of AI as it is applicable across every vertical. If you’re in an industry like banking or highly regulated, you’ll need something like an IBM to create those guard rails in this resurgence of Watson X that we’re seeing. Additionally, I like anything that has exposure to cloud. We need clean data. You need your data on the cloud in order to have artificial intelligence. So that’s going to be important as again broader enterprise adoption, especially with what we see is happening in the labor market, what I like to call the introduction of invisible labor that has exposure to that. We need that in order to really outsource and get these productivity increases. And then beyond that is anything within digitization and tokenization. That within the tech space, I think is the next leg higher. So it’s not AI, it’s broadening to the efficiency boom.