Our Biggest Call Yet.
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We are entering one of the hardest periods of time to invest. AI will continue to disrupt industries like we saw with Software (down 30%+). Now its Cybersecurity. We believe what most market participants don’t, which is continue to invest in AI infrastructure (cooling, electric, process) examples include Samsung, AMSL, SK Hynix, JCI, CC, MOOG/A, COHR and hardware companies like Google, Tesla, Nvidia and AMD.
Just like in our 2026 outlook, we continue to believe, “Tesla & xAI will lead the entire thing. Along with Google.”
You know what AI cannot replicate? Cigs and Zyns.
Google is ramping up efforts to expand adoption of its AI chips (TPUs) and compete with Nvidia.
Levels on the S&P 500
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