The great chip shortage is easing, but the AI revolution is about to hit a massive wall. If you’re still only looking at hardware manufacturers, you’re missing the next major wave of the "Picks and Shovels" play. Here is where the real bottlenecks—and investment opportunities—are shifting. The Next AI BottleNeck When the AI boom kicked … Continue reading Beyond the GPU: Mapping the Next Trillion-Dollar AI Bottlenecks
Tag: what shares to buy
Why I Am Buying More Alphabet (Google) Shares?
I currently own 10 Alphabet (GOOGL) shares, which makes up 6% of my US Stock Portfolio, and I will be keen to add on more Alphabet shares when there are buy-the-dip opportunities in future, probably when share price drops below USD300. I was initially quite skeptical of how Alphabet's future last year as I thought … Continue reading Why I Am Buying More Alphabet (Google) Shares?
Learning Investment With Jason Cai 