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Top related persons:
Zehrid - 2 Martin Currie - 2 Osmani - 2 Franklin Templeton - 1 — - 1 he's bullish - 1
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Europe Great Britain OpenAI Scotland
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Microsoft - 2 Nvidia - 1 CNBC - 1 Business - 1 Google - 1 OpenAI - 1 Design Systems - 1

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3 mentions found


☆ AI investor on why Nvidia's valuation isn't crazy and his top picks in the space
  + stars: | 2024-03-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Zehrid Osmani, a portfolio manager at Martin Currie, a Europe-based affiliate of Franklin Templeton, is one such investor. Osmani told CNBC that he sees "potential risk of froth" in the AI trade as a whole, but not for Nvidia. "Unlike the basket of AI [stocks] that has seen multiple expansion, Nvidia has actually seen multiple contraction. Nvidia's price-to-earnings ratio, using the projections for the next 12 months, is 32.4, according to FactSet. So there will be a critical element of needing to channel more spend toward AI for a corporate," Osmani said.
Persons: Zehrid, Martin Currie, Franklin Templeton, Osmani Organizations: Nvidia, CNBC, Microsoft Locations: Europe, Great Britain, OpenAI
☆ These 5 fundamentally sound AI stocks are best-positioned for the next 5-10 years with the industry still in its early stages, according to a portfolio manager at a $20 billion firm
  + stars: | 2024-02-27 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
But don't confuse Osmani's overall optimism on the AI space for blanket bullishness on AI-adjacent stocks. Many AI stocks, in fact, are detached from fundamentals and are risky, he told Business Insider on Monday. As evidence of this, he cited the performance of a basket of 50 AI stocks his firm monitors. "We like companies that can monetize AI already, which, in effect, these companies are recipients of the sizable spend going on in AI — spend from the hyperscalers, spend from the corporates," he said. Below are five AI stocks that Osmani is betting on for the years to come.
Persons: Zehrid, Martin Currie, Osmani, —, he's bullish Organizations: Business, Microsoft, Google, OpenAI, Design Systems Locations: Scotland
☆ Fund manager outperforming 96% of peers bets big on AI with Nvidia and Microsoft but avoids Apple, Alphabet and Meta
  + stars: | 2023-05-19 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
A Franklin Templeton fund is outperforming 96% of peers with big bets on artificial intelligence. But the fund is avoiding other tech giants like Apple, Alphabet, Meta and Netflix. According to Bloomberg, Franklin Templeton's $158 million FTGF Martin Currie Global Long-Term Unconstrained Fund has outperformed 96% of peers this year. "But you have to look at it through different segments rather than invest across Big Tech." In fact, the fund is avoiding traditional tech heavyweights such as Apple, Alphabet, Meta, and Netflix.
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