AI at an inflection point, but has the US mega cap tech sell-off got further to go?

In this podcast episode, Antipodes Investment Director, Alison Savas, interviews Antipodes Portfolio Manager, James Rodda. James discusses his recent research trip to the United States and insights into key technology trends amid the US mega cap tech stock sell-off. 

Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

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