Fund Manager Explains How Big Tech's Low Production Costs Ensure Its Long-Term Success
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
0mins
Should l Buy ?
Source: MarketWatch
Market Performance: Stocks are facing a third consecutive losing session due to concerns over AI impacting investor confidence in major tech companies.
Investment Strategy: John Tinsman, portfolio manager of the AOT Growth and Innovation ETF, suggests that investors are overanalyzing their investments in profitable companies and proposes a straightforward strategy to alleviate their concerns.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
