Here’s why we are bullish on the AI buildout.

Meta, a single company, is now consuming 60 trillion AI tokens per month.

Just the Meta deal alone might be paying Anthropic $1.6B a year for AI. Now extrapolate this to other companies, and you can see how Anthropic’s revenue is exploding.

They added a mind-bending $21B in ARR in the last 2 months. Even with the hundreds of billions invested in AI, frontier labs are unable to keep up with the demand.

Here’s everything we Market Sentiment is focusing on: Energy, Optics, Advanced Packaging, Memory, Photonics, Transformers, and so much more.

And this is not just in theory: we have put together three portfolio baskets to date, all of which have now outperformed the market.

We have spent the last few weeks researching and compiled a list of the top companies experiencing the most severe bottlenecks in AI adoption. We will be publishing the list tomorrow.

Subscribe and follow along to get the list as soon as we publish it.