Rob Almeida (MFS IM): "Many IA companies with exceptional growth will end up giving in to new actors"

The manager holds positions in Microsoft, Google, Amazon and Nvidia, although he believes that the best opportunities are today outside the United States

Published on RocksNews: 27 Sept 2026, 05:43 UTC
Updated: 27 Sept 2026, 05:47 UTC
Language: English (Original language: Spanish)

Rob Almeida (MFS IM): "Many IA companies with exceptional growth will end up giving in to new actors" — Image credit: Pablo Monge (CincoDías)

The manager holds positions in Microsoft, Google, Amazon and Nvidia, although he believes that the best opportunities are today outside the United States