I dunno really brainstorming: I'm looking at Fintech brokers (HOOD) - that might be more linked to crypto though than linked to AI. Their selloffs seem demented. I hold TIGR, PAGS, DLO for EM fintech which has been a disappointing month but all are massively cash positive and caught in this sell off. DUO, ADBE have both been heavily sold off and it is AI related but I really don't see people scrapping Adobe licenses - I think they'll build AI into photoshop + the tools to improve it with a human, layering and such. Some Marktech with their own moats / networks like CRTO, traditional marketing like Publicis... People keep talking about Figma etcetera but it a recent IPO and they're always trash. And yeh, Apple has won by not playing. Think its bargain hunting time really lol

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