| Dear Reader, Kevin Kelly is a technology writer who once said… ‘The business plans of the next 10,000 startups are easy to forecast: take X and add AI’. We could alter this today to say any company at all…let alone start-ups! We’ve landed on five. Artificial intelligence is driving huge stock gains around the world. I’ve just completed a research project that predicts where all this might go next in terms of small-cap stocks. We’ve landed on five. These aren’t the standard, and now tired, AI ideas being trotted out.
I’m always wary of what’s ‘obvious’ in the market…because usually that opportunity will be fully priced in already. The market cannot price what’s not yet obvious or even developed yet. It’s second-level thinking. Here are my five ‘second-level thinking’ AI plays. Regards, Callum Newman,
Editor, Australian Small-Cap Investigator | 