CIO Series #27: A Post-Earnings Reality Check on AI

The latest US earnings season offers a critical checkpoint for our long-term investment thesis on AI – spanning infrastructure plays, cloud service providers and app developers. Less three years since ChatGPT’s launch (Nov 2023), some Big Tech firms are already turning gen-AI investments into real dollars. At our next CIO Series, we will speak with Garrick Li, our tech analyst, to see where we are in AI’s multi-year growth cycle, and revisit our top stock picks across the AI ecosystem.

About Garrick Li

Garrick Li joined UOB Kay Hian in April 2024 as a key member of Private Wealth Management Research. He covers the technology sector and co-manages the US and China Stock Model Portfolios with the CIO. Before joining UOB Kay Hian, Garrick was a research analyst at BOC Investment, and also worked in prop trading for Shenwan Hongyuan Securities. Previously, he was an investment manager at Rightime Asset Management, a boutique fund manager based in Hong Kong. Garrick holds a BSc in Economics from Sun Yat-sen University and an MSc in Investment Management from HKUST.