William DeGale

William de Gale, Co-Founder of BlueBox Asset Management, boasts over 20 years of tech investing experience. He reveals that semiconductors dominate their portfolio and shares insights on mispriced cloud software opportunities in the AI age. De Gale highlights the standout leadership of CEOs like Satya Nadella and emphasizes that since 2007, technology has driven nearly all S&P 500 earnings growth. He also recommends Adobe as a top stock pick for the next 12 months, arguing it's undervalued despite market skepticism.

William de Gale, Co-founder of BlueBox Asset Management, brings over 20 years of tech investing experience. He shares insights on why the AI boom isn't a bubble just yet and how chip manufacturers dominate his portfolio. Discover the key differences between Google and ChatGPT, his contrarian views on Adobe's potential, and why companies providing AI infrastructure like TSMC and ASML are set to outperform. He also reveals his surprising top stock pick for 2026—details that could reshape your investment strategy!

William De Gale, founder and CIO of Blue Box and former long-time tech investor at BlackRock, brings a contrarian, accounting-driven lens to technology. He discusses why GAAP profitability matters, warns against adjusted metrics and hype, explains the inverted champagne glass model of where tech profits actually sit, and frames tech as an economic horizontal that steals profit growth from other sectors.