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
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The Complete Winning AI Portfolio
While most investors are distracted by flashy consumer apps and chatbots, the path to generational wealth lies in the "Picks and Shovels" of the AI revolution. To build a truly winning portfolio, you must look beyond the surface and invest in the critical infrastructure and facilitators that make the entire ecosystem possible. Following the framework … Continue reading The Complete Winning AI Portfolio
Learning Investment With Jason Cai 