- So, this is adulting by DoitDuit
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AI
The next bottleneck in AI: Power Semiconductor
AI agent is the AI inflection point, creating huge demand for computing and power. Power semi is the next bottleneck if AI data centers are forced to transition to 800VDC. One high risk bet may benefit from this transition.
US vs China AI; and Stocks at 52W Low
While the US burns billions chasing AGI, China is weaponizing cheap AI to dominate global distribution. As tech valuations soar, AI bubble risks echo the dot-com crash. Smart investors are looking elsewhere: scooping up elite, undervalued businesses currently trading at 52-week lows. Is your portfolio prepared for what's next?
AI Inflection Point: AI Agents, Value Creation Process & Business Model
AI is rapidly evolving from simple chatbots to autonomous agents, unlocking unprecedented productivity and massive computing demands. This shift is disrupting traditional value creation and business models.
![[Audio] How to find the next 100 bagger in this AI Bubble](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/35b99780-912a-4050-ae5b-826907f7c7e4/image.png)
[Audio] How to find the next 100 bagger in this AI Bubble
Amid fears of an AI bubble, OpenAI is spending $1.4 trillion. We analyze their playbook using Peter Thiel’s "Zero to One" strategy, which argues "competition is for losers". Discover the 4 traits of a true monopoly and how OpenAI plans to break the Nvidia/TSMC chokehold to find its path to profitability. How similar concept can be used to find your next 100 bagger.
![[Audio] The Ingredients for Stock Bubble is All Ready](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/d554091b-9bb7-4b7a-a936-3c257af60989/image.png)
[Audio] The Ingredients for Stock Bubble is All Ready
After a massive $300 billion cloud deal with OpenAI caused its stock to surge, Oracle is turning to debt to fund its expansion. This pivotal shift challenges cash-rich big-tech companies, potentially igniting a fierce spending war and creating the perfect conditions for a speculative, debt-fueled AI market bubble.
Quick thoughts: Google I/O, Jaya Tiasa Q325 Result
Register for the next community meetup in June 2025! Sam Altman views Google as OpenAI's top AI competitor. Our view on Google's I/O 2025 that showcased AI Search enhancements, Veo 3 video, Gemini Live and Android XR. Separately, Jaya Tiasa announced Q325 result with nearly debt-free with strong cash holdings, and our view on its new venture.
![[Video & Audio] Impact of Tariff & Trade War on Magnificent 7 Companies](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/47353d19-f147-4db4-aec9-84e7eecb4c79/image.png)
