LG Doucet frames a market caught between macro uncertainty and strengthening AI fundamentals. The analysts weigh higher oil prices, rising Treasury yields and rate-hike risk against accelerating AI server, chip and software demand, with one analyst raising cash while remaining broadly bullish on the AI trade.
The discussion examines how easier-to-use agents and improving models could turn software budgets into “labor as a service,” sharply expanding token usage and infrastructure needs. The analysts also debate whether greater AI adoption will displace workers or make companies more productive and create different roles for humans.
Tesla and Uber provide the central test case for physical AI. Tesla’s data, vehicle base and purpose-built Cybercab may offer a multiyear advantage, while Uber’s distribution and hybrid marketplace could benefit as autonomous vehicles lower ride costs and expand demand.
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