Stocks

Software stocks are a great place to hide, says portfolio manager

William de Gale, Co-Founder and Lead Portfolio Manager at Bluebox Asset Management, discusses the U.S. chip stock sell-off and outlines the constraints hindering growth in the AI industry

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Nov 6, 2026 - 11:00
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Software stocks are a great place to hide, says portfolio manager
William de Gale, Co-Founder and Lead Portfolio Manager at Bluebox Asset Management, discusses the U.S. chip stock sell-off and outlines the constraints hindering growth in the AI industry
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