Artificial intelligence, machine learning, robotics, autonomous vehicles, and 3D printers are key component technologies of our automation theme. We have been following automation closely since 2011 and have published over 200 reports focusing on different aspects of the subject.
“AI is moving so fast it is now a blur,” underscores Neil Jacobstein of Singularity University, warning that you do not want the speed of progress in AI to be invisible to you. Historically, robotics and AI have been two separate fields. However, the fields have recently begun to converge.
Similarly, we believe that 3D-printing will help drive one of the most significant transfers of wealth, as it converges with materials science and AI to upend the $12 trillion manufacturing sector.
Since 2011, our 210 stock recommendations in the automation theme have gained 148.1%, on average (excluding re-recommendations), versus a comparable average gain of 102.4% for the S&P 500 index and 68.7% for the MSCI World.*
*Performance through the end of trading on July 23, 2021.
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