Hype or bubble? Hyper growth opportunities in an expensive market
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Show Notes
Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.
Munro Partners’ Qiao Ma joins the podcast to discuss:
- Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
- Whether the game for cloud is really over
- How AI is levelling the playing field
- The non-AI industries with exceptional earnings growth, and
- Whether the US is over, and it’s time to look afield.
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