Investment Podcast #41 – Beyond the AI Hype

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Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities.
In this episode, host James Whelan is joined by Povilas Dapkevicius from Orbis Investments to explore where value can still be found amid the AI boom. From semiconductor infrastructure and cloud computing to a biotech sector emerging from a prolonged downturn, the discussion highlights opportunities where market sentiment and long-term fundamentals have diverged. With valuations stretched across parts of the technology sector, this episode offers advisers a practical framework for separating excitement from opportunity and identifying businesses that can thrive long after today’s market narratives have faded.

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