Dear Reader,

There are plenty of companies…here in Australia and around the world…touting an AI edge.

Using machine learning to streamline operations, increase efficiency, cut down salary costs, and unlock new revenue streams.

But who are the real contenders? And who are the bullshitters?

That’s a billion-dollar question.

So far, the big gains have gone to the big companies.

AI ‘pick and shovel’ plays like Nvidia, Advanced Micro Devices and Super Micro Computer.

But if you ask our small-cap guy, Callum Newman, the biggest gains going forward lie in predicting small-cap AI collisions.

He has five recommendations for you here.

Regards,

James Woodburn,
Publisher, Fat Tail Investment Research