@titansoftomorrow: When AI took off, the first-order trade was obvious: chipmakers like Nvidia, TSMC and AMD. Larry Connors looked at the second-order question: what else would an AI buildout need? His answer was power and data centres. He says his AI-assisted research helped identify companies including Vertiv and GE Vernova back in 2023. Third-order thinking goes further. Who supplies those suppliers? And if AI wins, which businesses could lose demand? Larry says those effects may take a quarter or two to appear in company results, so the market may take longer to recognise them. 🎙️ Larry Connors on Titans of Tomorrow.

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Thursday 01 October 2026 16:57:56 GMT