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Most investors think of AI as a software story. Joe Austin thinks they’re looking in the wrong place.
After four decades on Wall Street, Joe – who now works with our friends at Chaikin Analytics – believes some of the biggest opportunities in the AI boom may come from the infrastructure quietly powering it all. Specifically, the growing convergence between AI and the Internet of Things.
In today’s Friday Digest takeover, he explains why connected machines, sensors, and industrial systems are becoming increasingly important to the AI economy… and why the companies enabling that transformation may offer more upside than many of the headline-grabbing names dominating today’s market.
