Q: Hi,
I recently reviewed your latest report highlighting the industries and companies expected to lead the AI revolution. I found it very insightful and appreciate the depth of analysis that went into it.
The report clearly reflects an enormous amount of research and effort—there are well over a hundred companies listed, which speaks to the depth of your work. That said, the sheer volume of information can feel a bit overwhelming. Would it be possible to update the report to indicate your relative preferences across the compute stack? For example, you might use color coding—one color for your top-tier selections and another for second-tier names—while leaving the others unhighlighted.
Alternatively, as a simpler alternative to color coding, would it be possible to share a spreadsheet version of the companies where you could simply indicate your top AI preferences (for instance, A, A-, B with everything else left blank to keep it simple)? Once available, we could then sort and analyze the information in whatever way best suits our individual research or investment focus.
As an aside, I did notice that firms such as TSMC and ASML—both widely regarded as foundational to the semiconductor and AI supply chain—were not mentioned. I'd be very interested in your perspective on how they fit into your broader analysis, or whether their exclusion reflects a particular focus within your coverage.
Recognizing that implementing any of the above suggestions may take time (and assuming the above is acceptable to you), could you offer an interim view on whether the long-term core holdings you previously highlighted in another question (such as VRT/ROK, NVDA/AVGO, APH/ANET, GOOG/MSFT, and LRCX/KLAC) remain attractive investments at their current valuations? Some AI-related names have reached elevated levels, and your updated perspective would be most helpful.
I believe this report establishes an outstanding foundation that we will reference for years to come. Your own ideas, along with suggestions from readers like those shared above, can only contribute to its continuous improvement.
In closing, a keynote speaker at Davos today highlighted what they see as AI growth's key bottlenecks: infrastructure (including power, compute, and network bandwidth), trust (encompassing security and safety), and data (particularly gaps in machine-generated data). Your report appears to comprehensively address the infrastructure and trust dimensions, while the machine generated data landscape may be an area for consideration as this part of the stack evolves.
Excellent work. Greatly appreciated. Thanks again.
I recently reviewed your latest report highlighting the industries and companies expected to lead the AI revolution. I found it very insightful and appreciate the depth of analysis that went into it.
The report clearly reflects an enormous amount of research and effort—there are well over a hundred companies listed, which speaks to the depth of your work. That said, the sheer volume of information can feel a bit overwhelming. Would it be possible to update the report to indicate your relative preferences across the compute stack? For example, you might use color coding—one color for your top-tier selections and another for second-tier names—while leaving the others unhighlighted.
Alternatively, as a simpler alternative to color coding, would it be possible to share a spreadsheet version of the companies where you could simply indicate your top AI preferences (for instance, A, A-, B with everything else left blank to keep it simple)? Once available, we could then sort and analyze the information in whatever way best suits our individual research or investment focus.
As an aside, I did notice that firms such as TSMC and ASML—both widely regarded as foundational to the semiconductor and AI supply chain—were not mentioned. I'd be very interested in your perspective on how they fit into your broader analysis, or whether their exclusion reflects a particular focus within your coverage.
Recognizing that implementing any of the above suggestions may take time (and assuming the above is acceptable to you), could you offer an interim view on whether the long-term core holdings you previously highlighted in another question (such as VRT/ROK, NVDA/AVGO, APH/ANET, GOOG/MSFT, and LRCX/KLAC) remain attractive investments at their current valuations? Some AI-related names have reached elevated levels, and your updated perspective would be most helpful.
I believe this report establishes an outstanding foundation that we will reference for years to come. Your own ideas, along with suggestions from readers like those shared above, can only contribute to its continuous improvement.
In closing, a keynote speaker at Davos today highlighted what they see as AI growth's key bottlenecks: infrastructure (including power, compute, and network bandwidth), trust (encompassing security and safety), and data (particularly gaps in machine-generated data). Your report appears to comprehensively address the infrastructure and trust dimensions, while the machine generated data landscape may be an area for consideration as this part of the stack evolves.
Excellent work. Greatly appreciated. Thanks again.
