Why the Biggest AI Winners Are "Invisible" By Michael Salvatore, Editor, TradeSmith Daily Investors who stick with the "Magnificent 7" for their AI plays are looking in the wrong place.
That's the word from Eric Fry – global macro expert, serial 1,000% stock picker, and early tech trendspotter.
It's not hard to understand why the top brass of the stock market was the biggest winner of the AI mania. It was the "picks and shovels" period – when semiconductors were the only provable play… and any software play outside of the biggest tech companies had too much risk to bear.
Now, though, small-cap companies are figuring out clever ways to use AI to massively boost efficiency. And with the mega-caps richly valued, a big rotation could take place into these niche, narrowly focused startup firms.
Everyday people won't notice these changes so much. But investors in these companies certainly will when profit-margin expansion takes hold.
To get a better sense of this dynamic, I got on the horn with Eric to talk about where he's seeing companies use AI even in these early days. We outlined one stock that's being featured in Eric's newest research presentation, The Road to AGI... And Eric showed why it's a strong, speculative buy. But we also covered exactly what AGI is, why it matters, and some very specific examples of how it could soon change the world to the same extent the internet did… if not more so. 
If you're looking for Eric's latest AGI research and more info on the small-cap AI stock we discuss in our interview, go right here and check out that new research presentation. There you'll also learn about how to join Eric's stock-picking advisory, The Speculator, where he just recommended three other "invisible" AI companies to his subscribers.
To your health and wealth,  Michael Salvatore
Editor, TradeSmith | 
No comments:
Post a Comment