Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
While the communications and technology industries have been the primary beneficiaries of the artificial intelligence mania in the public market over the last twelve months, investors have begun to rotate out of these stocks. The long-term trends associated with A.I. are attractive, but there are more appealing investments that exploit this computing revolution. The copper miners stand to benefit substantially from the artificial intelligence commercialization.

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