Please read my full disclaimer at the bottom of this post and on my “ About” page.
Before I get into today’s idea, let me remind readers that I believe there is a very real chance that the AI boom could be coming to an end later this year and into early next year.
I detailed my thoughts on why the AI boom could end in an article called “The Real AI Crash Will Start This Year” that I published two weeks ago.
I supplemented this piece with another article last week called “8 Sharp Bear Cases You Must Read Today”, which explores almost all of the possible reasons I can think of to be bearish on the stock market today.
I suggest reading both of these pieces carefully and keeping in mind that today’s article is a *very first look *into a sector that *may or may not ever catch on in the US *and will likely be *highly dependent on AI’s continued expansion *as a catalyst to flourish.
Having said that, if you’re still bullish on the AI build out and the market at this point, there’s an emerging theme that may be under-noticed and worth a look.