From Data Centers to ETFs: Where Markets Are Moving

When I started writing these newsletters, the outlook was completely different. We saw an upcoming movement of investing in the US, we visited many countries, and we saw the great opportunity to invest in the US. Investing in the US is investing in the world, as companies today transact globally.

Take an example: if you want to invest in AI, you can invest in Bitcoin, or you can invest in Google, Amazon, NVIDIA, Microsoft… That’s one way of seeing the markets. You may invest in Meta—that’s a way of mixing AI and advertising.

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