Discover investing ideas from fellow Trading Club members or post your own. Please note that these are not official recommendations and none of the trade ideas have been vetted by any Porter & Co. staff member.
Discussion
Leave a Comment
You must be logged in to post a comment.
I think it’s just getting started.
AI feels like the new electricity—everyone wants it, but only a few companies actually know how to monetize it. The hardware demand might last longer than people expect.
These chip valuations scare me. At some point enterprises are going to hit pause and reassess whether the spend is really driving productivity.
I think the bottleneck is shifting from compute to power. If utilities can’t keep up, the hardware boom won’t be the limiting factor—energy will.