The Al Gore Stock Portfolio blends decade‑long conviction in Microsoft and Schwab with aggressive new positions in SaaS and life sciences. Gore is clearly leaning into enterprise software + healthcare innovation, while trimming legacy diagnostics and semiconductors.
Okay, that makes sense. Do you know if 13Radar or MarketCapWatch have any insights or analyses specifically regarding the AI bubble? I’m interested in understanding their take on the interconnections between AI firms and whether they provide any data that could shed light on whether we are indeed witnessing a healthy market or a speculative bubble.