Webinar Replay - AI Outside the Box: Opportunities Beyond the Hyperscalers
What does the rise of artificial intelligence mean for investors? In this webinar, Bryan Wong, of the Osterweis Opportunity Fund, examines both the bull and bear cases for AI as well as potential opportunities in the small cap market.
Artificial intelligence is reshaping the economy at a pace few anticipated. In this webinar, “AI Outside the Box: Investment Opportunities Beyond the Hyperscalers,” Osterweis Opportunity Fund portfolio manager Bryan Wong provided a practical framework to help make sense of the current AI investment landscape.
He explains why the bull case for AI is so strong, and takes a deep dive into the risk factors that could derail its continued growth. Bryan concludes by discussing how small cap investors should approach AI, including a few companies he believes are well positioned for growth.
Below are some of the specific topics he covered:
- Why Wall St. views AI as a once-in-a-generation investment opportunity
- Whether we are in an investing bubble
- How political pushback could impact the AI buildout
- Where he sees opportunities for small cap investors
- How he expects the AI economy to evolve
#AI #ArtificialIntelligence #SmallCapStocks #OSTGX #Investing #DataCenters #Hyperscalers #OsterweisCapitalManagement
As of 6/30/2026, the Osterweis Opportunity Fund did not own Samsung, Micron, TSMC, Fireworks, Cursor, Ideogram, Higgsfield, Hugging Face, Salesforce, Workday, Bitcoin, Muse, Instinct, Shopify, Uber, or Lyft.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-1011139-2026-10-02]
