It seems like there is likely a massive inefficiency in the stock market right now in that the stocks of companies likely to benefit from AGI are massively underpriced. I think the market is just now starting to wake up to how much value could be captured by NVIDIA, TSMC and some of the more consumer facing giants like Google and Microsoft.
If people here actually believe that AGI is likely to come sooner than almost anyone expects and have a much bigger impact than anyone expect, it makes sense to buy these kind of stocks because they are likely underpriced right now.
In the unlikely event that AGI goes well, you’ll be one of the few who stand to gain the most from the transition.
I basically already made this bet to a very limited degree a few months ago and am currently up about 20% on my investment. It’s possible of course that NVIDIA and TSMC could crash, but that seems unlikely in the long run.
It seems like there is likely a massive inefficiency in the stock market right now in that the stocks of companies likely to benefit from AGI are massively underpriced. I think the market is just now starting to wake up to how much value could be captured by NVIDIA, TSMC and some of the more consumer facing giants like Google and Microsoft.
If people here actually believe that AGI is likely to come sooner than almost anyone expects and have a much bigger impact than anyone expect, it makes sense to buy these kind of stocks because they are likely underpriced right now.
In the unlikely event that AGI goes well, you’ll be one of the few who stand to gain the most from the transition.
I basically already made this bet to a very limited degree a few months ago and am currently up about 20% on my investment. It’s possible of course that NVIDIA and TSMC could crash, but that seems unlikely in the long run.