Stop looking for the one AI winner. 👀
Artificial intelligence is often viewed through the lens of a handful of headline-generating companies. But the AI investment opportunity extends far beyond any single stock, sector or technology.
Join us for AI Beyond the Headlines: Opportunities Across the Full Value Chain, a 60-minute webinar for investors and advisors exploring the interconnected ecosystem behind the AI build-out.
Our experts will help you understand:
- The five essential layers of AI
1. Power and compute infrastructure
2. Semiconductors
3. Memory and storage
4. Data and connectivity
5. Applications and robotics - Why opportunity can shift across the value chain
How investment in one layer can create demand across others, and why the companies, industries and regions leading the theme may change over time as the AI build-out evolves. - The bottlenecks behind the AI build-out
How constraints across the value chain can shape the pace of the build-out and influence where new investment opportunities emerge. - Following the fundamentals
What revenue growth, profitability, margins and capital spending can tell us about where AI demand is translating into underlying business activity. - The portfolio construction question
How a broad, one-ticker approach differs from combining focused ETFs to emphasize selected layers. - Live audience Q&A
This session is designed to help you look beyond the search for a single AI winner and better understand where opportunities may be developing across the broader AI ecosystem.
Date: Thursday September 24
Time: 11am EST
Duration: 60 minutes, including audience Q&A
Speakers
Jin Li
SVP, Head of Product
Portfolio Management and Product Strategy
Global X Canada
Tejas Dessai
VP, Director of Thematic Research
Global X U.S.
For advisors:
Stay current on AI. Earn CE credits while you’re at it. You must attend the full duration of the webinar to qualify.
Can’t make it live? Register anyway and we’ll send you the replay.
