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Are we in an AI bubble? Andy Jassy gave his take in the $AMZN annual shareholder letter: “I’ve followed the public debate on whether this technology is over-hyped, whether we’re in ‘a bubble,’ and if the margins and ROIC will be appealing. My strong conviction, at least for Amazon, is that the answers are no, no, and yes.” My take: We're in AI’s 2nd inning, and the next five years will see explosive growth in tech companies. That's one area of focus for the Innovator Deepwater Frontier Tech ETF ( $LOUP ), which is investing in smaller (less than $500B in market cap) companies enabling the AI transformation. To view LOUP's current holdings, visit: https://t.co/rUbLi7toBJ.