If You're Worried About an AI Bubble, Here's the Tech Stock Portfolio I'd Build

Despite concerns about an AI bubble with some stocks trading at extreme valuations, the article identifies three major tech companies as relatively safe AI investments: Nvidia with a P/E of 31 and strong revenue growth, Amazon leveraging AI through AWS with stable e-commerce backing, and Alphabet benefiting from AI in advertising and cloud services. All three maintain strong liquidity and profitability despite significant capital expenditure commitments.