Ai is set to tranform Emerging markets. These nations have a vast wealth of critical raw materials, like lithium and cobalt,essential for Ai future. These regions are evolving from mere commodity exporters into high-growth I will be starting a position...soon in the #portfolio
SKM is a major telecom company in Korea and a leader in 5g infrastructure. It has invested 100 million in Anthropic. that investment is worth now more than a couple of billions. I will seat a position on it anticipating an Anthropic IPO worth close to a trillion.
#AMZN and Anthropic (one of the most advanced Ai companies) have a massive, multi-year strategic partnership. This ensures that AWS remains a top destination for AI developers and provides the computing power for Anthropic. That is why #AMZN remains a big part the #portfolio