Alkeon Growth Partners wrote at length on tech stocks and why they are defensive in their recent letter to investors, which was reviewed by ValueWalk. The fund also highlighted 5G and other advanced technologies and the investment opportunities they offer. Q4 2020 hedge fund letters, conferences and more Artificial intelligence and machine learning The Alkeon team noted that businesses around the world are embracing artificial intelligence rapidly, rapidly abandoning their legacy business models. Multi-trillion-dollar industries are turning to AI to speed up their digital transformation, boosting their results. The Alkeon team sees the Fourth Industrial Revolution underway. They highlighted machine…
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