Every investor is chasing the same names...
Nvidia, Palantir, Google, and the rest of the Mag7.
But it doesn't take a genius to know we're in a bubble.
We have a stock market and economy where the vast majority of consumers and businesses are struggling... but it's all being masked by new record highs in the overall market index.
Make no mistake: this bubble will pop eventually. And when it does, valuations will collapse overnight, destroying trillions in wealth.
And yet, that doesn't mean AI is going away. The entire industry could (and likely will) suffer a "dot com" moment and the underlying story will remain: AI will change everything.
People won't stop using it.
Adoption will continue to accelerate.
The models will get better, faster, and smarter.
So while other investors are attempting to speculate on which startup will emerge victorious or survive the inevitable reset... I don't really care because I'm playing a different game.
You see, in this new era, it's almost impossible to decipher who will be the winners and losers because everything is evolving so rapidly. Instead, I'm betting on what I know for certain.
And there's one thing that is all but guaranteed...
(By clicking the link above you agree to periodic updates from Porter and Company Research- privacy policy)
The use of GPUs, the brains of artificial intelligence, will continue to skyrocket and companies will continue to demand more and better performance. All of which requires immense compute, data, and energy.
That's why I'm buying these companies.
(By clicking the link above you agree to periodic updates from Porter and Company Research- privacy policy)
0 Response to "I’m buying these stocks"
Post a Comment