A generational opportunity.

Every technology transition that has created a civilisational-level change (think: the wheel, printing press, steam engine, electricity, and most recently, the internet) has concentrated wealth in a similar way. 

We are currently in the early years of a new age of intelligence, and the single largest infrastructure buildout in human history is underway right now.

The race to build data centres and acquire more computer power is reshaping energy markets, causing the US and China to secure their own supply chains of rare earth minerals and creating unprecedented investment opportunities as governments and the big tech companies write blank cheques to secure these resources.

In simple terms, instead of asking which companies make AI, we ask what AI physically needs to exist. 

These investment opportunities are often not well known to investors, and many are not valued at a level that is close to how significant they will be over the next five to ten years. 

I believe there will come a moment when this is obvious, but as of right now we are very early (there are many that think this is all a bubble).

The US is the epicentre of this build-out and therefore the epicentre of the future profits.

When I moved to Australia, I noticed that if you want help with your superannuation, retirement or buying a house then there are plenty of advisers that do that well.

But, if you want to invest in US markets (where the largest wealth creation opportunities exist), there is a lack of expertise.

This is where Fox Research comes in.