The Globe and Mail reports in its Saturday edition that Srikanth Iyer says concerns about an artificial-intelligence bubble may be justified, given lofty valuations across much of the sector. The Globe's Brenda Bouw writes, however, the lead portfolio manager of the i3 Investments group at Guardian Capital LP does not think investors should jump ship or avoid AI stocks, believing in the long-term prospects for the sector's best companies. One of Mr. Iyer's top AI picks is Palantir Technologies, which makes software platforms for the intelligence community. "It is a stock we bought in February this year at $88 [U.S.] a share," he said. "Its AI platform powers advanced data analytics and decision-making, and is viewed as mission-critical across core sectors such as defence, health care, energy and finance. Its third-quarter revenue was up 63 per cent year-over-year. U.S. commercial revenue grew 121 per cent year-over-year for the quarter ended Sept. 30, and the company raised its full-year 2025 guidance. It also posted solid operating and free cash flow generation, and has a strong liquidity position. It has the same valuation risk today as many other AI stocks, but we believe a correction would be a good time to buy."