The next big AI investment opportunity may not be Nvidia, OpenAI or the obvious AI stocks everyone is already watching.
In this video, I look at a stock could be signalling the next phase of the AI boom.
AI needs far more than GPUs and large language models. It needs data centres, servers, networking, fibre, power, cooling, construction, infrastructure and enormous amounts of capital. That creates a vast AI value chain, packed with companies that could benefit from the artificial intelligence revolution but still trade at relatively low valuations.
We also look at the wider US stock market, AI infrastructure spending, data centre investment, Fluor, Goldman Sachs, the hyperscalers and why America's huge AI and reindustrialisation boom could create an entirely new generation of stock market winners.
The real opportunity may be finding the AI winners before the herd realises they're AI stocks.
