Pretty straightforward question. I am torned about one of the two. I am a huge believer of the AI bubble, and that it will eventually pop, therefore I decided that I am in for a short ride (because you might as well take benefit from this hype until it lasts), but I want to do it for a limited extent, therefore I want to invest only in one of the two, and keep it as a small fraction of the portfolio.
After a lot of research in the sector, I consider these two to be the most valuable right now, however I am ultimately unsure because both have pros and cons. Both companies are solid regardless of the bubble, which is also a good point.
What are your thoughts on those?