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.
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.
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.
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.
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.
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.
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.
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?
👋 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.
🎙️Podcast: Alternative ETFs, Industry Highlights, & Commodities
Featuring @Vetta_Fi's @TomHendrickSun, @Nasdaq's Giang Bui, and @HarborCapital's Kristof Gleich https://t.co/BjhxUVKOXk
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
Great explainer on commodity ETFs from @composertrade (and a nice shoutout for HGER)! HGER performance + holdings: https://t.co/8RstsaZR9M
https://t.co/ZyuWHTiSoa
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