Jukka Lepikkö wrote that his three-digit return since the beginning of the year had vanished. However, according to him, the portfolio had declined quite moderately, even though the investment ratio was now 160 percent and the weighting of AI stocks in the portfolio was substantial. Lepikkö assessed that the AI theme was close to its lows and said that in the last week of October, the results to be published by Amazon, Google, Microsoft, and SK Hynix should reinforce the belief in the profitability of AI investments. #sijoittaminen #tekoäly #osakkeet (translated)







