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The single best idea over the weekend

whether question AI was the chat du jour the idea of belief in it

disbelief in it mystery getting to the June 10 meeting Mark German out at Power On.

Subscribe to Power On. It's a Bloomberg newsletter hugely informative with all the

industry contacts of Mark Germin.

Can't say enough about it.

Germin Publishing on the importance of all this.

So we thought we do a single best idea.

A. I.

Amanda Agotti, PNC Financial, usually measures. She likes US over international big stocks over small

here he is Amanda Agotti on a I I think the key as it relates to a AI is that it is not just one stock aka

NVIDIA. I mean we are big fans of NVIDIA but the story goes so much further than

just one stock or one industry. I think the key really the secular bull theme is really across

the market and across sectors and industries. Any company no matter how big or

small that can leverage that technology to enhance their

processes and enhance profitability is going to win and I think that's why some of

the game is really changing you're seeing utilities move pretty's such an odd AI play but that's a good example of what we're thinking about much broader base play

Amanda Agotti PNC lots of conversations on this today and you know just a really

sprightly you know Tuesday after Memorial Day weekend set of voices today

Enar Agrana out of Chicago with Bloomberg Intelligence I thought was really

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