Part 6/9:
Avoid Hype-Driven Bets
Focus on companies demonstrating genuine growth through increased earnings and revenue. Evaluate whether their AI initiatives are leading to cost savings or revenue expansion, as this indicates a sustainable business model.
Invest in "Picks and Shovels"
Rather than only betting on high-flying AI firms, consider companies that supply the backbone infrastructure—semiconductor equipment manufacturers, data center operators, and power companies. These segments have seen more stability and are likely to benefit from the long-term AI revolution without the exuberance of overvaluation.