It’s been a confusing few weeks. As I write this, Iran and the US/Israel have agreed a ceasefire. The hostilities have calmed down.
The reality is nobody wants a war. So, this ceasefire is a win for civilians, the markets and the global economy. And now, stocks will begin to rally again.
Meta wants to dominate AI…
With around $77.8 billion in cash up their sleeve, Meta is on a superintelligence shopping spree.
Reports surfaced that Zuckerberg tried to buy Safe Superintelligence (founded by OpenAI co-founder Ilya Sutskever) for $32 billion.
That’s no small number. So, it does beg the question, is Meta trying to go all in on AI dominance?
After all, in just the last couple of weeks, Meta has,
• Signed a massive nuclear pre-purchase agreement with Constellation Energy,
• Is advancing nuclear request for proposals (RFP) aimed at bringing on another 1-4GW of new nuclear capacity of which it’s said it’s already had 50 qualified submissions from developers, utilities, and technology firms across 20 states.
• Spent around $15 billion for a massive stake in Scale AI an upcoming AI data company.
• Struck a deal with Anduril Industries to co-develop XR (AR/VR) battlefield wearables, bolting Meta’s VR/AR and Llama AI capabilities into Anduril’s Lattice command system.
Clearly, Meta isn’t just playing to win the AI game. They’re playing to own it.
Moreover, it’s clear AI and Nuclear is a match made in heaven. As AI accelerates, so will the rollout of nuclear power. And in my view, both megatrends offer investors significant profits in the coming years.
Meanwhile, sticking with AI…
A recent MIT study found that workers using AI saw a 60% jump in productivity. That’s hard data showing AI’s transformative power for businesses.
This is only the beginning…
Expect more adoption, more productivity gains, and more profit margin expansion as AI works its way deeper into the fabric of the economy.
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The Secret Fuel Behind AI’s Next Boom? Nuclear.
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A huge money-making megatrend quietly growing momentum…
I’m talking about Autonomous vehicles (AVs).
Amid war, Tesla just quietly launched its robotaxi service in Austin this weekend. Early reports suggest it went smoothly with no major hiccups.
The trial’s success is crucial for Tesla as Musk has pivoted the company to self-driving cars and robots, as Tesla’s EV dominance faces tough competition.
Waymo is already delivering 250,000 rides a week across four US cities, with plans to expand to Miami, Atlanta, and D.C.
Uber has already won partnerships with the world’s largest AV companies and has already supported tens of thousands of AV trips powered by Waymo technology in the US.
Uber and WeRide joined forces to also launch AVs in the UAE. The launch represents the first-time AVs are available on the Uber platform outside of the US, as well as the largest commercial robotaxi service outside the US and China.
Aurora (AUR) has launched commercial self-driving trucks in Texas. And self-driving truck start-up, Waabi – with the help of Volvo Autonomous Solutions – also hopes to introduce its own fully autonomous trucks on public roads by the end of 2025.
But this is just the tip of the iceberg according to ARK Investment Research who predicts AVs could become a $10 Trillion Market.
Simply put – the AV revolution isn’t coming – it’s here. We’ll be sharing all the ways to profit in the South African Investor over the coming months.
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