🎯 The AI 20: The Innovators (15-11)
Five companies we believe could drive the next wave of AI.
AI is creating one of the greatest investment opportunities of our generation. But not every company will emerge as a long-term winner. Some will define the AI era. Others will be left behind.
That’s why we created The AI 20: our ranking of the 20 stocks we believe are best positioned for the AI era.
Not based on hype, but on long-term fundamentals, competitive advantages, innovation, execution, and value creation.
The series is divided into four chapters:
🔴 The Challengers (20–16)
🟢 The Innovators (15–11)
🔵 The Leaders (10–6)
🟡 The Titans (5–1)
Last Sunday, we kicked off The AI 20 with the first chapter: The Challengers (20–16).
Today, we continue with the second chapter: The Innovators. Five companies we believe will help drive the next wave of AI.
Let's dive into The Innovators (15–11) ✨👇
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#15: Arm (NASDAQ: ARM)
Most people have never used an Arm product. There’s a good chance they’re using Arm technology every day.
Arm doesn’t make chips itself. It designs the architecture that companies use to build their own processors. Companies like NVIDIA, Apple, Amazon, Google and Qualcomm all use Arm’s technology.
More than 350 billion Arm-based chips have been shipped worldwide. For years, Arm became the standard for smartphones because its chip designs are fast and use very little power. That makes Arm well positioned for the AI era.
AI is no longer limited to large data centers. It is moving into laptops, smartphones, robots, cars, and billions of connected devices. All of those devices need powerful, energy-efficient chips, and many of them already run on Arm’s technology.
Companies pay Arm to use its technology. Arm also receives a royalty every time an Arm-based chip is sold. As more AI devices are built, Arm has the opportunity to increase its royalty revenue.
With one of the largest ecosystems in the semiconductor industry, we believe Arm is well positioned to benefit as AI becomes part of billions of devices worldwide.
The Future Investors (Vincent & Stefan) currently do not hold a position in Arm.
Fundamental Score: 81 🔵 → High-Quality
This is just the first Innovator. The next four are each helping shape the future of AI in their own way 🤖
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