The CEO of UBS recently shared a candid take on the AI sector—and it's worth paying attention to. According to him, the AI industry itself isn't heading for a bust. The fundamentals are solid, the technology keeps advancing, and major players will continue pushing forward.

Here's the catch though: not everyone betting on AI will come out ahead. In particular, he warned that investors trying to hand-pick individual stocks in the space are taking on serious risk. This is a pretty direct jab at retail traders and even some professionals who think they can time the market or spot the next winner before it explodes.

The distinction is important. There's a difference between the industry growing long-term and individual investment picks paying off. One trend doesn't guarantee the other. We've seen this pattern before in crypto and other boom sectors—the ecosystem thrives while certain players get liquidated.

For traders keeping tabs on how macro players view emerging sectors, this perspective matters. It suggests a bifurcated future: broad industry expansion, selective investor casualties.