Archive Category: Green Zone Fortunes Updates

We’re Killing it in AI

We just got major vindication this week that our core AI megatrends remain intact. That’s because two of our key holdings – Palantir Technologies (PLTR) and Caterpillar (CAT) – reported earnings this week, and both knocked the ball out of the park. I’d like to share some of the details of these earnings reports so that you can see why the market’s getting so excited. We’ll start with Palantir…

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The $250 Billion Engine Driving the Robot Revolution

For the past three years, investors have poured trillions of dollars into the artificial intelligence boom. And with good reason… Artificial intelligence has already transformed the way we write, research, code and communicate. It has fueled one of the largest infrastructure spending booms in modern history, creating enormous winners for investors positioned at the center of that buildout.

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Wall Street Is Asking the Wrong AI Question

Today, after the closing bell, Google parent company Alphabet (GOOGL) will release its quarterly earnings report. You can bet Wall Street will comb through every line. Investors have become increasingly skeptical of the AI infrastructure trade, wondering whether the hundreds of billions of dollars being poured into chips, data centers and other AI investments can keep growing at this pace.

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