By now many of you might have heard about ChatGPT and its AI super powers. Yes, the AI trend is here, as all major tech companies are spending huge to build their AI tools. Let it be Microsoft, Google, Meta, Palantir etc. Every decade has a megatrend, like software for last decade, and internet – early 2000’s. AI is the next megatrend, it will give investors with correct stock picking, mega returns.
Just compare Intel and Nvidia, for the last 5 years where the returns with Nvidia is 7x higher than Intel. Anyone can invest in a fast-growing trend like chips. But you must pick the best businesses within a trend to make real money.
The coming AI boom is evident from the datacenter investments from hyperscaler’s (AWS, Microsoft, Google, Meta etc). Over 100 datacenters planned in coming year. AI is here to stay and it is the next unstoppable megatrend.
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