AI

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.

In time, Porter writes, the most important factor in the economy won’t be the computers or the chips. It will be the power to run them and all of the robots we create. The society that produces the most electricity will win the race.