No qualifying author-owned investment thesis was confirmed in this post.
Actionable sector-level thesis with causal rationale (AI growth drives data center and energy demand) but no specific identifiable asset named.
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I feel like AI is growing and will continue for a while. So how do we invest in this new technology? Personally I am attacking it 1) REITs that own and operate the data centers. 2) energy, data centers use a ton on energy.
If you are interested in AI future. What are you investing in? Chip makers, servers, data centers, energy, software??