Document Type: Market Commentary

“AI is a triad of computing power, algorithms, and data.” according to author Ben Buchanan of Georgetown. Among the three, we want to talk about semiconductors, specifically high-end logic chips, where unimaginable growth in computing power is not only bringing AI to life, but also conflict.

Hedging a portfolio against bear markets is a parlay of sorts in that the investor needs to make a minimum of two correct and difficult forecasts to be successful.