The Great Commoditization: How To Invest In A Post-AI World

Brendan O'Boyle2.58K FollowersFollow5ShareSavePlay(16min)Comment(1)SummaryAI-driven CapEx by Big Tech is triggering a historic shift from growth to value, favoring physical assets over digital moats.Massive AI infrastructure spending — over $1 trillion by 2027 — compresses tech margins and elevates demand for energy, materials, and industrials.Industrials, energy, and materials sectors are poised to benefit as Big Tech’s spending creates structural demand for physical resources.Diversification and international exposure are critical; I reiterate a 'strong buy' on RSP and highlight VXUS for global exposure. tadamichi/iStock via Getty Images For several years the market has fixated on the emergence of artificial intelligence (AI), viewing it as the greatest value creation event in human history. To capitalize on it, investors piled into growth technology stocks: Nvidia (NVDA), as wellThis article was written byBrendan O'Boyle2.58K FollowersFollowBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The author remains long MSFT, also owns AMZN and META. However, he is considering rotating a portion of this capital into BRK.B, XLI or NVDA.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.