By Brendan Ryan, CFA Partner and Portfolio Manager Key Takeaways: Oracle Ups the Ante in the AI Arms Race If the Tech Bubble of the late-90s had Beanie Babies, the AI bubble of the 2020s now has Labubus[1]. The ugly-cute monster dolls have captured the attention of the TikTok generation and become this era's collectible. The parallels between the two time periods seem to be becoming more and more unmistakable. While it is too early to know which companies or investment deals will be the "butt of the joke†in ...