An AI trade involving energy and infrastructure that's doubled your money, topping Nvidia
• Investors focusing on a basket of AI infrastructure and energy companies have seen returns double their initial investment, outperforming high-profile stocks like Nvidia. • This trend highlights a strategic shift toward the physical foundations of AI, such as power grids and energy sources, rather than just chip manufacturers. • Meanwhile, the latest RBI report emphasizes that the Strait of Malacca is a more critical transit point for oil and liquids than the heavily discussed Strait of Hormuz.
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