Duncan
First episode of our new AI podcast breaking down the investable AI stack! Hosting w/@Potrock_ a...
176 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

The AI "gold rush" is not in chatbots but in underlying infrastructure like data centers, power, and robotics. Consider exposure to data center companies like Galaxy Digital Holdings Ltd. ($GLXY) and AI robotics firms such as Apptronik and DYNA, which are highlighted as key investment opportunities. The demand for AI infrastructure is so strong that even older chips are in constant use, indicating a robust, non-bubble environment for these foundational AI components.

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About Duncan
Duncan

Duncan

By FloodCapital

Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.