Beachman’s Investing Brief

Beachman’s Investing Brief

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Beachman’s Investing Brief
Beachman’s Investing Brief
Why I just bought this AI cloud small cap stock
Portfolio

Why I just bought this AI cloud small cap stock

Portfolio: Hunting for the next set of winners who are actually making money in artificial intelligence

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Beachman
Sep 05, 2024
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Beachman’s Investing Brief
Beachman’s Investing Brief
Why I just bought this AI cloud small cap stock
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In 2024, so far, based on the most recent Q2 earnings reports, hyperscalers and mega cap companies have committed to spending about $210B +45% yoy on building out their AI cloud infrastructure. Most …

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