April’s Coffee with FourThought shifts focus from the usual market recap to artificial intelligence with Joel Johnson and Jake MacFarlane outlining how large language models work and the shift toward more advanced, task-driven “agentic” systems.
They examine how this evolution is fueling major investment in infrastructure like semiconductors, data centers, and cloud platforms, while raising questions around spending and returns. The discussion also highlights key risks and implications for investors, including valuation concerns and potential disruption within software. The session closes with key investor risks, including valuations and software disruption, and how FourThought is positioning portfolios with a disciplined, long-term approach, followed by a live Q&A.
Watch here: https://youtu.be/SYSDla2X5Ec
Disclaimer: This presentation is for informational and educational purposes only and does not constitute investment advice or a recommendation. Views expressed are subject to change and are based on information believed to be reliable at the time of recording. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and in consultation with a qualified financial professional. FourThought Private Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.