An All AI Portfolio: AI Already Has ROI

2025-06-04 11:16:10 ET

Summary

• I'm leveraging prompt engineering to capitalize on rapid AI advancements and productivity gains.
• I see 'soft' assets like Microsoft, Apple, and Google (MAGs) as core AI beneficiaries with durable moats.
• Gas MLPs offer attractive yield and inflation protection, complementing growth-oriented AI plays in my portfolio with energy demand growth.
• For broad semiconductor exposure, I'm favoring diversified chip ETFs to capture upside across the AI hardware supply chain.

Learn To Code Will Become "Learn To Prompt"

For all those that have been pondering when AI will produce a positive "ROI" for its CAPEX investments, it's already here, folks. ...

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