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All advice is general advice and has not taken into account your personal circumstances.
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Investment Ideas From the Edge of the Bell Curve
By Fat Tail Daily,
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All advice is general advice and has not taken into account your personal circumstances.
Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.
Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio. They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners. The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…
Could you imagine our financial system doing away with the massive debt load? Seems impossible, right? But there are signs suggesting this could happen in the future.
Today we’ll speculate that a new class of AI winners is going to emerge, in a thousand different ways. That’s not to say you can’t make money in the classic plays like Nvidia or Tesla. But Coatue have other ideas, which they float here…
Investment ideas from the edge of the bell curve.
Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.
All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.
The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.
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