Investing in the 2nd wave of AI -Thematic Investing, Data-Driven Investing, Trade Ideas, Daily Notes.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 185 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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mmmtwealth.comLatest Issues
AI Will Enter the Application Era Soon
A Thematic Check In
In a lot - but not all - of the infrastructure buildout, the easy money has been made.
The Quantum Computing Race: How to Invest
Full Ecosystem & My Basket
I’ve tracked quantum for a while but never fully enough to gain an edge relative to other themes I’m focused on. I never invested in the IONQ, RGTI, QBTS boom etc and I had no regret on that.
Edge AI: The Stock Basket (All Layers)
AI is leaving the cloud.
The dominant model for AI infrastructure for the last decade or so has been massive data centers, hyperscaler compute, and models too large and power-hungry to run anywhere else but the cloud.
MMMT Wealth is a r...
The Chemical Level of AI: Early in The Cycle
A Chemicals Basket
The AI infrastructure buildout is the cycle we are currently in…and it could the cycle we’re in for some time. More energy is required, power grids need upgrading, more chips are needed, more complex chips are needed, mo...
Midweek Update: Risk to Reward
Where I See the Opportunities: Chemicals & Metals & A few Individual Names
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