Capital Markets, AI, and Rare Earths
cluseau.com
Capital Markets, AI, and Rare Earths
I think I found a Picasso at a garage sale.
But not the kind you’d think…
Lately I’ve been thinking about how to capture some of the upside of this AI boom in my stock portfolio.
But it’s hard. I’m a value investor.
The idea of paying... See more
Andrew Wilkinsonx.comOn that template, AI looks like it has already finished the first act. The outer ring has cracked: neoclouds, “AI infra” smaller caps, and nuclear or power-adjacent trades are down 50% or more from their highs. That’s your paper-railway phase. The core of the story, Nvidia and a handful of megacaps, is still treated as the “safe” way to own AI, but
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