Smith Falconer Financial Group
May 06, 2026
Early innings for AI
In this short video, Ryan Diamant, Client Portfolio Manager, Equities at CIBC Asset Management, explores where we may be in the AI cycle, how today’s valuations compare to prior innovation periods, and the structural pillars supporting long-term growth.
With our most respected asset managers, we frequently discuss the notion of investing in the “picks and shovels” of AI, not just the prominent technology names of the day. This approach considers companies that supply the essential tools, infrastructure, and components that enable the broader AI ecosystem to thrive.
To put it into perspective, the two prominent “projected winners” of the tech boom, were once Time Warner and AOL (and where are they now?)!
No one claims to understand or predict what the near term holds – managing portfolios is their focus.
Quality, valuation, and growth potential, remain the salient features of an attractive investment opportunity.
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