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generic question no directional claim
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Hi everyone,
First of all, I hope your portfolio is not as red as mine in the last few days.
With almost all the discussions being about AI and SAAS companies in here, I wanted to ask what is your opinion about investing in BDC companies like ARCC, MAIN, OBDC and others.
Do you think they’ll be impacted by AI players that are borrowing money in the idea that the future will bring in high profits?
Would love to hear your thoughts. Thanks!