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AI Beneficiaries - VS - AI Disrupted (AI at Risk)
Performance since 2020:

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Performance of GS Global AI Baskets via GS:

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Complementary, I did in March an AI basket among other themes ... maybe interesting to check it out

maverickequityresearch.substack.com
✍️ Maverick Valuations #1 - Themes & Trends: AI, EV, Battery, SaaS & Cloud, Cybersecurity, E-Commerce, Innovation, Infrastructure, Green Energy & Big Tech
Sleek visuals & analytics via Price & Valuation scatterplots … because they say 1,000 words ... and ... further food for thought ...
✍️ Maverick Valuations #1 - Themes & Trends: AI, EV, Battery, SaaS & Cloud, Cybersecurity, E-Commerce, Innovation, Infrastructure, Green Energy & Big Tech

Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 5
Great. Thx for sharing.
Maverick Equity Research's avatar
Maverick Equity Research
@maverickresearchMay 5Author
@rihardjarc glad to hear, welcome ... I am trying to build my own custom AI index ... but damn, ain't easy to do the cherry picking ... ;)
Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 12
@maverickresearch For sure. It's also so fast changing right now hard to really know who the pure winners and losers are.
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