People are still severely underestimating the potential of AI.
Truist expects AI cloud ARR to grow at a 47% CAGR through 2030.
Hell, plenty of people still barely use AI, let alone use it effectively. Most business only recently started utilizing AI.
The AI industry continues to perform exceptionally.
My pick in this sector is $NBIS. I’ve owned it since early 2025 and kept adding on the way down, including below $20/share.
$NBIS now represents nearly 50% of my portfolio, and I have no plans to change that. Demand is incredible, and the company’s execution too.