Eureka! My Favorite Picks To Benefit From Massive AI Disruption

2025-09-18 11:30:00 英文原文

Summary

  • I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply.
  • Focusing on high-demand, short-supply sectors reveals opportunities in the biggest market disruptions in decades.
  • My strategy targets mission-critical companies poised for long-term growth without chasing fleeting trends.
  • Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »
Modern Financial Background with $100 Bills and Statistics

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Introduction

At the risk of boring you right from the get-go, I want to share something real quick with you, as I got bored a bit and read the entire Wikipedia page of the "Eureka effect."

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摘要

The article discusses a strategic approach to identifying companies with significant demand surpassing supply, focusing on sectors experiencing major market disruptions. This strategy aims at long-term growth in mission-critical firms rather than short-term trends. Members of iREIT®+HOYA Capital have exclusive access to such investment portfolios. The author discloses beneficial positions in specific stocks and emphasizes that the article represents personal views not influenced by Seeking Alpha compensation or guidelines.