UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.
The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2024 metrics👇
Many famous investors including Warren Buffett, Bill Ackman and many more just updated their portfolios
Here's what their portfolios looked like as of the end of Q1 ⬇️
Bill Ackman: