Rosenberg Research: The investor's guide to AI - and how to profit from its next chapter
In this Special Report, we identify and wade through the far-reaching impacts that Artificial Intelligence (A.I.) will exert across the overall economy, a wide swath of industries, and various asset classes. As well, we discuss investing opportunities and potential risks. An appendix on A.I. models, technologies, and infrastructure is included at the end for interested readers. There are, indeed, many risks to contemplate. But so long as they can be identified, they won't end up falling in the Rumsfeldian bucket of 'unknown unknowns' — rather, they become calculated risks that can be priced out before any investment decisions are made. Risks must always be calculated, not avoided — especially in the realm of generative A.I. with all its complexities and ramifications across the markets, economy, and society at large. This is otherwise known as risk management, and that is a key aspect addressed in this report. Knowledge, after all, is power, and this report serves as a guide for making educated and well-informed decisions. Yet, as extensive as it is, the topics covered are by no means exhaustive, and we welcome any thoughts or suggestions from our readership regarding further development of the storyline. Overall, it appears to be full steam ahead for investors with long time horizons. With 'The Next Generation' being the central thesis, how apropos to quote the great Captain Picard: 'Engage!' Those investors who missed out on the first chapter of this A.I. story will be comforted to know that many more chapters are on the way, and they can look forward to more significant opportunities ahead. The multiplier effects from the steam engine, the cotton gin, the railway, electricity, automobiles, and the internet lasted many years and spawned numerous profitable investments.
Read the full report here.
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Globe and Mail
8 hours ago
- Globe and Mail
Taiwan Semiconductor Just Threw Cold Water on Tariff Concerns
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Globe and Mail
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