Portfolio Confidential

Everyone knows that Nvidia is doing really well making chips for Generative AI; depending on the day, it’s the world’s most valuable company. I am trying to find an undiscovered stock that might benefit from Gen AI. I read something about liquid cooling in the data centres…does that make sense? Welcome to the club. Everyone is looking for some stock that will be lifted by the Gen AI tide but hasn’t been discovered yet. Such a thing might have been possible in...