One idea, and I’ll be the first to say it’s incomplete, is to rethink how we organize technology exposure. Instead of a single broad “tech” umbrella analyzed by generalists, imagine a more hierarchical structure. Asset allocators at the top decide how much exposure there is to cybersecurity, AI infrastructure, fintech, or vertical SaaS. Below that, each domain develops its own specialist analysts, valuation models, and indices built around its specific realities.
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Our digitised version of the FT newspaper, for easy reading on any device.，这一点在91视频中也有详细论述
UK company sends factory with 1,000C furnace into space