AI

At the heart of any tech revolution is game-changing innovation – causing investors to go all-in. But inevitably, investors go too far, giving way to a devastating bust. Today, Ross Hendricks explores how to protect yourself from the coming collapse.

The last great computer revolution (the internet boom) was run by multiple companies that controlled the key enabling technologies: Intel, Cisco, Microsoft, Apple, and Oracle. With the parallel processing revolution, Porter writes, it’s all Nvidia.

If you want to succeed in investing – or in any field where competition is fierce – take a page from this investor’s book… and play the game differently than everyone else. Erez Kalir explains how.

Despite years of steady growth, investors have abandoned the stock featured this month because they believe the business is fading – it is being viewed almost like an Old Economy company, even though it is actually a technological pioneer. This company is poised to flip the narrative, sending the stock higher as investors realize it is an AI winner.

Some rare companies are so dominant in the marketplace that their brands actually become the business. The company featured this month is so dominant in its field that it should have been included in the “Legal Monopolies” portfolio category, but that legality is being called into question by the U.S. federal government.