Zortix matched this thesis to Semiconductors ETFs as one way for retail investors to get exposure. Not a recommendation.
AI picks and shovels in a temporary air pocket
The case was made that many AI-related capital expenditure 'picks and shovels' companies, particularly in semiconductors, are trading below market multiples and represent a good runway ahead after a temporary setback.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.