AI Isn't A Bubble. It's A $100 Trillion Tailwind For My Portfolio
Summary
- I don't see an AI bubble. The $100T transformation ahead is real, with bottlenecks like power and data centers driving lasting demand.
- Big Tech may dominate headlines, but the real opportunity lies in the mission-critical infrastructure enabling this AI revolution.
- To me, AI is rotation fuel. Instead of chasing hype, I'm focused on the overlooked winners powering the next decade of growth.
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Introduction
Have you ever heard of Moore's Law?
Odds are you have heard of the law that Gordon Moore, co-founder of Intel, created in the 1960s, when he made the case that the number of transistors on a microchip would double every two
Analystâs Disclosure:I/we have a beneficial long position in the shares of TPL, LB, FIX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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