Investor says AI stocks are up, but growth story isn’t over: Jon Erlichman - BNN Bloomberg
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Article Excerpt
Even after huge gains in AI stocks, productivity gains from advanced chips and AI tools could drive another phase of growth in 2026.
That’s the view of veteran investor Jed Ellerbroek of Argent Capital.
Ellerbroek sees the AI boom not just as a tech story, but as a productivity story. U.S. companies spend roughly US$15 trillion a year on salaries versus about US$1 trillion on semiconductors.
As AI automates workflows, more of that economic output could shift toward machines and software. The result: strong growth opportunities for the companies powering this transformation.
His approach lo…
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