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by mettamage 627 days ago
Is there any way to invest in companies related to it?
2 comments

I think that the best way is still to do so indirectly by buying NVDA
That's assuming future growth isnt already priced in, which is pretty unlikely at that point in time, no?
Every investment is sort of like that, you betting it’s more than what’s priced in(current price set by market)
Focus on the data centers, and the inputs into them (the really boring ones).
That's a good point - the biggest thing to invest in might be power generation
You can bet on second order companies.

Thomson Reuters, Intuit, Palantir, Teledoc, Twilio, ServiceNow, Axon, WPP. All stand to benefit from sophisticated language and vision processing.

I think when it comes to NVDA, a slow DCA strategy makes sense
If you're asking this in a public forum you're not going to find any alpha.

I mean, start at step 1: can you name 10 companies related to it?

> If you're asking this in a public forum you're not going to find any alpha.

I disagree, based on my experience