Tuesday, May 20, 2025

Investment thoughts...

Normally I'm a hard goods kind of investment person.  This is not about that.  This is about stock investing, gambling by another name.  I'm not adverse to it any more than I am adverse to drinking good whiskey, but neither should be allowed to put one at a disadvantage.  I have a very small stock account, just to keep interest.

Bypassing a lot of long winded gobble gook that will only display my ignorance, I'll get to the point.

A.I. is a big thing, and has room to grow exponentially.  It's already a hot commodity, and may rival the sun before it fully matures.

That said, lets look at a bit of history for guidance.  The gold rush of 1848 (not 49 like the song).  Yes, some prospectors made bank, but it was very rare indeed.  The bulk made enough to live, or went bust. Who profited then, because surely someone did.  Yes, and it was the merchants who supplied the miners and prospectors.  One hundred men heading out into the hills, and every stinking one needed gear and grub.  Out of that one hundred men maybe one came upon a bit of wealth.  The merchant who supplied them all, he was assured of it.

Translate that to A.I. of today.  100 A.I. companies, and some will emerge on top, riding a wave of profit.  But... what does EVERY A.I. company need, and in very large amounts?

Power.  Electricity.  A.I. is hardware driven, and requires massive amounts of power.  Stunningly large amounts.  City sized amounts.  You see where I am going with this?

Find out where the A.I. industry is hottest, and then find out who supplies energy there. You will find me there peeking out at you from my (tiny) stock account. 





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