The $6.6 Trillion AI Productivity Gap — And Why It’s Actually Bullish
For the past two years, Wall Street has obsessed over the companies building AI models, chips and infrastructure. We’ve already seen how that trade can create trillion-dollar winners practically overnight with companies like Palantir Technologies (PLTR), one of the top-performing stocks in our model portfolio. But the next phase of the AI boom will be even bigger.
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