Do you believe AI is transformational technology?
Do you believe we are building something equally or more intelligent than homo sapiens?
Do you think it is as important as nukes in terms of cyber defense and geopolitics?
Do you think everyone needs sovereign AI not to depend on other countries?
If the answer above is yes then:
What do you need for this to happen?
Answer:
Energy and silicon.
So invest in anything that is needed for the future above.
Now if you think AI is like excel just pay Michael Burrys substack and watch how society transforms from the sidelines.