Director's Cut: James Gubb - history of manias guides how to profit from AI revolution
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Former hedge fund manager and CFA James Gubb argues the AI boom is real, but many investors are backing the wrong winners. In this interview with Alec Hogg, he explains why Oracle's credit downgrade could signal deeper cracks, why OpenAI and hyperscalers face mounting pressure, how China's AI advances are reshaping competition, and why energy - not AI models - could deliver the biggest long-term investment opportunity. Is this another dot-com bubble, or something even bigger?
