Harbor Capital Advisors, Inc.

AI hype to AI economy. Exploring the companies, infrastructure, and trends shaping what's next.
Social Media Guidelines:

[Harbor Capital Advisors, Inc. @HarborCapital]

The gap between AI winners and losers isn't shrinking.

It's widening.

Many believe the companies driving that gap are the labs themselves.

Most people still can't access them. But that's changing.

[Harbor Capital Advisors, Inc. @HarborCapital]

Everyone's talking about AI.

Fewer people are talking about what powers it.

Semiconductors, compute, and infrastructure may shape the next phase just as much as the models themselves.

[Harbor Capital Advisors, Inc. @HarborCapital]

You probably already own stocks tied to AI — chips, cloud, software.

But do you have exposure to the companies actually developing the foundational models?

Most retail investors don't. The labs are private. The upside has always been out of reach.

That gap is starting to close.

[Harbor Capital Advisors, Inc. @HarborCapital]

Everyone's watching the AI labs.

Anthropic. OpenAI. Google DeepMind. Meta. xAI.

Most of them aren't directly available on your brokerage app, but they're building the infrastructure the next decade runs on.

That's a different kind of AI trade.

[Harbor Capital Advisors, Inc. @HarborCapital]

The AI lab you trust could say something about you.

But which companies actually win from AI? That's a harder question.

Not all AI exposure is created equal. Some companies are building the future. Some are adopting it. Some are about to get run over by it.

Many portfolios may not know which is which.

[Harbor Capital Advisors, Inc. @HarborCapital]

Which AI lab do you actually trust?

People have strong opinions about which one gets it right.

The AI you default to says something about you.

[Harbor Capital Advisors, Inc. @HarborCapital]

Five labs are reshaping the global economy.

The infrastructure of the next decade is being built by companies you can't buy on your brokerage app.

None of them are household stock tickers. Yet.

[Harbor Capital Advisors, Inc. @HarborCapital]

The opportunity SpaceX is vying for is substantial, but the graveyard of Wall Street is full of former Elon Musk bears.

[Harbor Capital Advisors, Inc. @HarborCapital]

Our Multi-Asset Head @LernerSpenser, CFA breaks down the full bull and bear case for IPO investors — Starlink, Starship, AI compute, governance, and valuation.
Read: https://t.co/H9PUNzShnD
Views expressed are for informational purposes only and not investment advice. Past performance is no guarantee of future results.

[Harbor Capital Advisors, Inc. @HarborCapital]

SpaceX is being priced at ~95x trailing sales.
The bull case gets it to ~40x with the Google and Anthropic compute deals included.
But both contracts can be terminated with 90 days' notice.
How much execution risk is already priced in on day one?

[Harbor Capital Advisors, Inc. @HarborCapital]

👋 We're saying goodbye to Twitter for now. For regular updates on what’s happening at Harbor, visit https://t.co/UzCk5nMeQE, or follow our CIO & President, @GleichKristof, and our Head of Multi-Asset Solutions, @LernerSpenser.

[Harbor Capital Advisors, Inc. @HarborCapital]

Wishing all of you a joyful holiday season. Let this be a reminder to take a well-deserved opportunity to rest, relax, and recharge.

[Harbor Capital Advisors, Inc. @HarborCapital]

Click here to learn more about Harbor’s ETFs: https://t.co/6jY0RRHHal

[ETF Prime Podcast @ETFPrime]

🎙️Podcast: Alternative ETFs, Industry Highlights, & Commodities

Featuring @Vetta_Fi's @TomHendrickSun, @Nasdaq's Giang Bui, and @HarborCapital's Kristof Gleich https://t.co/BjhxUVKOXk

[Harbor Capital Advisors, Inc. @HarborCapital]

Our gratitude abounds this year. Thank you – so much – to our clients, team members, partners, and friends.

[Harbor Capital Advisors, Inc. @HarborCapital]

We’re all about active ETFs at Harbor, but here are some other ways the Harbor team enjoys getting active. #GetActive

[Harbor Capital Advisors, Inc. @HarborCapital]

Announcing the Harbor Health Care ETF (MEDI), which seeks long-term growth of capital by investing primarily in securities of companies principally engaged in the health care industry.
https://t.co/ZznCyHUbSw

[Harbor Capital Advisors, Inc. @HarborCapital]

Great explainer on commodity ETFs from @composertrade (and a nice shoutout for HGER)! HGER performance + holdings: https://t.co/8RstsaZR9M
https://t.co/ZyuWHTiSoa

[Harbor Capital Advisors, Inc. @HarborCapital]

🥳 We’ve been named a “2022 Top Workplace” by The Chicago Tribune! We’re so thankful for our team and so happy you’re here.

[Harbor Capital Advisors, Inc. @HarborCapital]

Fascinating to hear @Danariely and @DrVinayNair discuss the potential impact employee engagement has on corporate returns.
https://t.co/3pVFgdhvAI

[Harbor Capital Advisors, Inc. @HarborCapital]

Exciting news! The Harbor Corporate Culture ETF launched today under the ticker HAPI! How can strong human capital impact equity performance? Find out. https://t.co/AduoHyHW2o