During the gold rush of the 1800's, there were fortunes made by some who were digging for and discovering gold.
But the REAL money was made by the entrepreneurs who were selling the pics and shovels to those gold speculators.
Along this similar train of thought, there are more than just semiconductor manufacturers that are going to benefit from the massive amount of investment done in the Artificial Intelligence space.
Today's trade is a year-long bet in one area that is starting to get attention by the AI players.
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