Why AI Will Save The World· Jun 6, 2023
AI will drive unprecedented productivity and economic growth with lighter-than-feared regulation, benefiting AI companies and AI-augmented businesses while creating geopolitical tailwinds for Western AI dominance; regulatory risk is overpriced.
Position Reasoning
3x leveraged semiconductor ETF bets on accelerating chip demand from AI infrastructure buildout, training, and deployment. Provides leverage to Nvidia and broader semiconductor upside if AI adoption exceeds current market expectations. Use with caution due to leverage.