May. 7 at 12:33 AM
The logical next step in the broad AI trade is pretty clear.
Right now we are still in phase 1.
Infrastructure.
Whether that’s compute infra from to the neoclouds and memory, etc…
This also includes data center buildout, meaning power
$CEG $VST $BE, cooling
$MOD $VRT, etc…
The next phase will be making these AI models available in the physical world
Physical AI.
This ranges from robotics to autonomous vehicles and everything that changes the way humans live and interact with the environment.
ARM was our “brains” for physical AI (yielded us over 100% returns from
$110)
RRX was our “skeleton” for physical AI
(Yielded us 60% returns from
$143)
The last piece of the puzzle will be the nervous system.
The connections between all the moving parts, whether it be physical data transfer or digital communications and data transfer.
We dive deep into a company that fits just this, with near 100% upside.
https://kryptonresearch.substack.com/p/connecting-the-future
