Securing your stake in the AI gold rush: a strategic investment guide
Unleashing AI’s potential: a deep dive into the most strategic investments for the AI revolution.
© 2024 Swell Asset Management
Unleashing AI’s potential: a deep dive into the most strategic investments for the AI revolution.
Our investment thesis for Intel is based on 4 key points. Structural tailwinds that will provide long-term growth, Intel’s moat widening, new management with a track record for executing, and a valuation that provides a wide margin of safety. Structural tailwinds Devices The number of devices and volume of human-generated data has expanded exponentially over … Continued