Hi investor 👋
We all want to benefit from the boom in AI and new technology, but the question is always:
What company wins?
Nvidia or custom silicon?
OpenAI or Anthropic?
GPUs or XPUs?
If you pick the wrong side of that bet, it doesn’t matter how cheap the stock looked going in.
That question is hard to answer. But what if you could invest in a company that is positioned to grow massively despite who wins in the end?
What I want is a business that gets paid regardless of which AI lab wins, which architecture wins, or which hyperscaler spends the most.
I believe I’ve found it, so I’m starting a new position this week.
Here’s the stock, why I bought it, and why I think it’s one of the better ways to get exposure to the massive AI and emerging technology trends without picking the exact winner.
The rest of this article, the stock, the thesis, the valuation case, and the risks, is for Premium subscribers only.