Playing around with ChatGPT made me realize that it is quite likely that the next profitable tech breakthrough will probably come from AI technology. What do I mean by this? every few years there is a breakthrough (or a few) in technology that gets massively adopted, gets monetized, and becomes very lucrative and profitable to its owner. In the early 2000s, it was e-commerce and online advertisement. In the late 2000s, it was the smartphone. In the early 2010s it was the subscription model service. In the late 2010s, it was SaaS.
Basically I want to position part of my investment portfolio in a way that I have exposure to the next Apple, Amazon, or Salesforce, which I think will come from a successful monetization of AI technology.
I already own LRNZ (TrueShares AI & Deep Learning Fund) and SMH (VanEck Semiconductor ETF)
I could also increase my exposure to GOOG, META, and MSFT, as they seem to be the public companies best positioned for an AI breakthrough that can be monetized.
I know AI uses quite a bit of computer power so perhaps something like NVDA also makes sense?
Any other ideas?
https://twitter.com/DickgirlsR/status/1599693592125394945
MSFT - 10%
INTEL - 10%
Nvidia - 15%
SMSN - 15%
Goog - 15%
ASML - 15%
TSMC - 20%