Chailease Fund Platform Backs AI's Long-Term Growth, Urges Investors to Position for Supercycle

As geopolitical tensions and competition for strategic resources become the new market norm, Chailease Fund Platform General Manager Su Hao-yi said investors should remain focused on corporate earnings. The long-term “supercycle” driven by expanding AI infrastructure and applications could support growth in the technology, financial and communication services sectors. He also recommended using gold and markets outside the United States and Taiwan to diversify volatility risk.

Chailease Fund Platform said on April 30, 2026, that FactSet data showed 84% of S&P 500 companies reported better-than-expected earnings for the first quarter of 2026, while the estimated earnings growth rate rose to 15.1%. The projected year-on-year increase in full-year capital spending by the four largest cloud providers was raised to 64%, although their total expenditure was not disclosed. Meta plans to cut about 8,000 jobs, while Microsoft is considering eliminating nearly 9,000 positions as both companies concentrate resources on AI.