The Next Big Thing

When AI Does Everything, Who Wins?

Almost a year ago, I wrote a post titled The Next Trillion Dollar Company.

It was about AMD 0.00%↑ , which at the time was being ignored by the market.

The stock has risen 4x since I wrote this, and is up 15% today after earnings.

Why?

Because the market finally realized what I wrote about months ago.

• AMD is catching up to Nvidia

• AMD dominates CPUs

And at the time, AMD was severely undervalued.

Now? Not so much, and I might even have to consider selling soon.

The time to buy a stock is when no one is booking, or when investors are sceptical.

So today, I’m going to cover a stock that fits that description

This company is

• Positioned to become a key beneficiary of the next layer of AI

• Down 20% YTD and finding key technical support

So without further ado, here’s The Next Big Thing