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by m3kw9 627 days ago
Every investment is sort of like that, you betting it’s more than what’s priced in(current price set by market)
2 comments

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.