Daniel - Bountycaster
@pirosb3
Bounty: Best AI Investment opportunities for retail Investors I really believe in AI and want to invest accordingly, help me find good investment opportunities outside of the obvious Nvidia and FANG Rules: • Provide your recommended AI investment opportunity, including: - Company/asset names (if you can) - Why it's an AI play - Risk level assessment - Growth potential • Must include both established and emerging opportunities Reward: $10 USDC to (up to) top 3 submissions Timeline: 3 days How to participate: reply under in this thread. One submission is one thread. No external documents. @bountybot
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Jason
@jachian
1. EQIX - This is a real estate investment trust (REIT) that is concentrated with data centers. This is a bet that we will need more data centers to power investing in AI 2. XOM - Exxon Mobil. Accelerating AI will require more energy output. While there aren't a ton of publicly traded nuclear energy plays, Exxon's laid out its plan to be a low carbon intensity natural gas provider for data centers. 2a. ETR - Entergy. Slightly more risk on play to Exxon is Entergy, who's signed a deal with Meta to build out their next data center powered by natural gas plants in Louisiana 3. TSMC - Taiwan Semiconductor. Typically people think of NVDA for their GPU's that power the majority of AI workloads, but they only design the chips. Taiwan Semi focuses on the scale production of them. As the focus for AI moves from big integrated data centers to train bigger models to edge devices (laptops and phones) to run them, it's not guaranteed that NVDA will be the maker of those chips. IT IS highly likely that TSMC makes them
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Jason
@jachian
1 and 2 lean lower risk while 2a and 3 lean medium risk. All are 30B+ market cap companies
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