[인터뷰] "AI 거품론에 속지 마라" 10만개미 멘토의 '연 15%' 필승 투자법

The article emphasizes that the current AI rally is fundamentally driven by earnings growth rather than speculative bubble, supported by TSMC's disciplined supply constraints that prevent overinvestment. In a high-interest-rate environment, investors should focus on profitable hardware companies and quality stocks rather than loss-making speculative plays, making disciplined portfolio management and sector concentration key to capitalizing on the AI super cycle.