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Editor’s Note: The best technology investments I’ve ever seen have one thing in common: they weren’t obvious at the time.
Joe Austin has spent 40 years developing a nose for exactly those opportunities — the infrastructure companies, the component makers, the “picks and shovels” plays that make a megatrend physically possible and get overlooked while everyone chases the headline names.
Today he makes the case that AI has a whole layer of those companies hiding in plain sight. He opens with a NASCAR story that I bet you’ll still be thinking about by the time you get to his investment thesis.
He and Marc Chaikin shared the full picture earlier this week during a special free broadcast. Click here to watch the replay.
