This is the first installment of our month-long Parallel-Processing Revolution series… an in-depth view of a revolutionary tech investment story no one else is talking about. Since this year marks Porter & Co.’s second anniversary, we are making this vital four-part series free to all our readers.
For the past several months here at Porter & Co., we’ve urged long-term investors to be cautious. We continue to believe a severe economic contraction is approaching. But that doesn’t stop us from finding shorter-term bullish opportunities.
To kick off Year #2, we’ve set our sights on an industry that’s deeply underappreciated… enjoys a unique quirk of financing that allows the strongest players to be ludicrously profitable… and is essential to the operation of civilization as we know it.
Betting on perfection is a fool’s errand in any environment. It’s particularly risky today as the economy teeters on the edge of recession and a looming debt crisis. Fortunately, the bubble in AI and tech stocks is setting up a tremendous opportunity elsewhere.