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These stocks are primed for ‘tectonic-sized’ tailwinds

The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.

Markets are enamoured with artificial intelligence and its implications.

A confluence of factors led to AI going from a fringe investment idea into the mainstream in record time – ChatGPT, for instance, reached 1 million users in just five days.

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Jun Bei Liu is the founder and lead portfolio manager at Ten Cap. She formerly worked for Tribeca Investment Partners.

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    Original URL: https://www.afr.com/markets/equity-markets/these-stocks-are-primed-for-tectonic-sized-tailwinds-20240517-p5jek0