MJ DeMarco
I followed the science; all I found was money.
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In my recent article on AI Redemption and the big opportunity in this space, I neglected one avenue where you can capitalize on the AI revolution.
Investing.
The right AI investment is likely to generate asymmetric returns.
$10,000 > $1,000,000.
Invest in the space on the public markets, wait (Slowlane style) and hopefully a big windfall awaits.
Your time horizon here might only be 10 years, which is more Fastlane-esque, vs Slowlane.
The following video at the end of this article focuses a bit on this AI alternative
That said, here's an initial list of AI opportunities where parking your money for 5-10 years might generate asymmetric returns.
This report was generated by Grok.
These holdings reflect a mix of AI hardware (e.g., NVIDIA, AMD), infrastructure (e.g., Vertiv), and networking (e.g., Arista Networks), providing comprehensive exposure to the AI ecosystem. ARTY’s expense ratio is competitive, though some analysts suggest it may underperform broader tech indices like the Invesco QQQ Trust (QQQ) due to its focused approach.
View: https://www.youtube.com/watch?v=ZznpMh0DegE
00:00 Intro 02:16 Investing in the Most Disruptive Industries
05:33 Big Companies Will Crash If They Don’t Adapt Quickly
06:09 Where to Invest to Be Rich in the Next 10 Years
08:52 The Biggest Employer in the World
09:59 Flying Cars and EV Tools Will Shape the Future
10:47 Investing in AI Companies in the Health Care Industry
12:46 Why Tesla Will 10x in the Next 5 Years
15:13 Your Autonomous Car Will Make You Money
18:30 How Humanoid Robots Will Free Our Time
21:29 No Code Will Be Written by Humans
25:24 The Companies That Will Make Money in the AI Era
29:53 Will Unemployment Be Higher in 5 Years?
37:08 Meeting Elon Musk
40:36 Investing in Bitcoin at the Very Start
43:36 How Much of Your Portfolio Is Bitcoin?
46:05 Bitcoin Mining
50:33 Why Invest in Coinbase
54:56 Top 10 Public Investments People Should Consider
57:50 Ads
59:34 Where Would You Invest $1,000?
01:01:46 Investing in Other Cryptocurrencies Apart From Bitcoin 01:03:16 How to Invest in Stablecoins
01:03:46 The Mentality of a Good Investor
01:06:53 Trump’s Tariffs
01:11:38 What Keeps You Up at Night in the Current Situation
01:16:47 How to Hire in the Era of AI
01:25:27 Advice to Young People
01:30:20 Gratitude Letter From Cathie’s Mentor
01:36:50 If Elon Dies, Will It Impact the Progress of Human Evolution?
That said, do you have a stock that you believe is poised to explode in growth, in the next 2-7 years?
Investing.
The right AI investment is likely to generate asymmetric returns.
$10,000 > $1,000,000.
Invest in the space on the public markets, wait (Slowlane style) and hopefully a big windfall awaits.
Your time horizon here might only be 10 years, which is more Fastlane-esque, vs Slowlane.
The following video at the end of this article focuses a bit on this AI alternative
That said, here's an initial list of AI opportunities where parking your money for 5-10 years might generate asymmetric returns.
This report was generated by Grok.
Write a comprehensive article exploring investment opportunities in AI technology and growth, focusing specifically on investments available on the public markets. Begin by discussing general AI-focused Exchange Traded Funds (ETFs), such as ARTY, highlighting how they provide diversified exposure to the AI sector. Then transition to analyzing individual publicly traded companies that are well-positioned to grow and profit from the AI revolution, including well-known names like Tesla (TSLA) and others across different industries. Incorporate an analysis of how quantum computing intersects with AI development and consider companies engaged in quantum technologies that also present potential investment opportunities. Ensure that the article provides clear explanations suitable for investors seeking actionable insights and opportunities within the AI and quantum computing space. # Steps 1. Introduce the concept of AI technology investment opportunities available on public markets. 2. Describe general AI-focused ETFs, their benefits, and examples like ARTY. 3. Highlight individual companies poised for growth in AI, including detailed examples such as TSLA. 4. Explain the role of quantum computing in AI and identify companies in quantum computing worth considering. 5. Conclude with key takeaways and recommendations for investors interested in AI-related assets. # Output Format - An article in clear, professional prose targeting investors. - Include headings and subheadings for clarity. - Use examples with ticker symbols for easy identification. - Keep the article informative but accessible to both novice and experienced investors. # Notes - Focus strictly on publicly traded investment opportunities. - Ensure up-to-date and accurate information relevant to current market trends. - Address the growth potential and risks associated with AI and quantum investments.
Investment Opportunities in AI and Quantum Computing: A Focus on Public Markets
The rapid advancement of artificial intelligence (AI) and the emerging potential of quantum computing are creating transformative investment opportunities in public markets. These technologies are driving innovation across industries, from autonomous vehicles to healthcare and cybersecurity, offering investors a chance to participate in high-growth sectors. This article explores publicly traded investment options, including AI-focused exchange-traded funds (ETFs) and individual stocks, with a focus on both well-known leaders and lesser-known companies in tangential spaces like software development, cybersecurity, and healthcare. It also examines how quantum computing intersects with AI and highlights companies in this space that present compelling investment prospects. All data is current as of June 11, 2025, and investors are encouraged to verify prices before making decisions.AI-Focused ETFs: Diversified Exposure to the AI Revolution
AI-focused ETFs provide a low-risk entry point for investors seeking exposure to the AI sector without the volatility of individual stocks. These funds invest in a diversified portfolio of companies involved in AI development, spanning hardware, software, and services, thus reducing the risk associated with any single company’s performance.The iShares Future AI & Tech ETF (ARTY)
The iShares Future AI & Tech ETF (ARTY) tracks the Morningstar Global Artificial Intelligence Select Index, which includes U.S. and non-U.S. companies contributing to AI technologies such as generative AI, data infrastructure, software, and services. As of June 10, 2025, ARTY holds 50 stocks with a net asset value of approximately $985 million and a closing price of $38.33 (iShares). Its top holdings include:No. | Symbol | Name | Weight |
---|---|---|---|
1 | VRT | Vertiv Holdings Co | 5.37% |
2 | AVGO | Broadcom Inc. | 5.05% |
3 | NVDA | NVIDIA Corporation | 4.87% |
4 | ANET | Arista Networks Inc | 4.81% |
5 | AMD | Advanced Micro Devices, Inc. | 4.58% |
Other Notable AI ETFs
Other ETFs include the Global X Robotics & Artificial Intelligence ETF (BOTZ) and the ROBO Global Robotics and Automation Index ETF (ROBO). BOTZ holds 49 stocks, including NVIDIA and Keyence, focusing on robotics and AI applications. ROBO emphasizes automation technologies, complementing AI-driven innovation. These ETFs offer similar diversification benefits, with slight variations in focus.Benefits and Risks of AI ETFs
AI ETFs offer several advantages:- Diversification: Exposure to multiple AI-related companies reduces individual stock risk.
- Accessibility: Traded on major exchanges, ETFs are easy to buy and sell.
- Growth Potential: The global AI market is projected to reach $1.81 trillion by 2030, driven by widespread adoption.
Individual Companies Driving AI Innovation
For investors seeking targeted exposure, several publicly traded companies are well-positioned to capitalize on the AI revolution. These span technology, healthcare, cybersecurity, and software development, each leveraging AI to drive growth.Well-Known Leaders
The technology sector is at the forefront of AI innovation, with several companies leading the charge:- Tesla (TSLA): Tesla is a pioneer in AI-driven autonomous driving, with its Full Self-Driving (FSD) system using advanced AI algorithms to process data from cameras and sensors. As of June 10, 2025, TSLA trades at approximately $326.10 (MacroTrends). Recent developments include the planned release of unsupervised FSD and robotaxi services in June 2025, alongside the AI5 computer, which is 10x more powerful than its predecessor (X Post).
- NVIDIA (NVDA): NVIDIA’s graphics processing units (GPUs) are critical for AI computations, powering data centers and autonomous vehicles. As of June 10, 2025, NVDA trades at $143.96, reflecting strong demand for AI chips despite a $4.5 billion charge due to export restrictions (Yahoo Finance; NVIDIA Newsroom).
- Microsoft (MSFT): Microsoft integrates AI across its product suite, from Microsoft 365 Copilot to Azure AI services, bolstered by its $13 billion investment in OpenAI. Its diversified revenue streams make it a stable investment option.
- Alphabet (GOOGL): Alphabet leverages AI in search, advertising, and cloud computing, with DeepMind advancing AI research for healthcare and other applications.
- Amazon (AMZN): Amazon uses AI to optimize e-commerce, logistics, and AWS, which offers AI and machine learning tools. Despite a year-to-date stock decline of nearly 13% as of April 2025, analysts project potential upside.
- Meta Platforms (META): Meta employs AI for content moderation and metaverse initiatives, positioning it for future growth.
- Palantir Technologies (PLTR): Palantir’s AI-powered data analytics platforms serve government and commercial clients, driving stock appreciation.
- Advanced Micro Devices (AMD): AMD’s processors complement NVIDIA’s GPUs in AI applications, offering another hardware-focused option.
- Snowflake (SNOW): Snowflake’s cloud-based data platform supports AI workloads, enabling data-driven AI applications.
- Arista Networks (ANET): Arista provides networking solutions for AI data centers, benefiting from growing infrastructure demand.
Lesser-Known Opportunities in Tangential Spaces
In addition to these leaders, several lesser-known companies in tangential spaces offer high-growth potential:- GitLab Inc. (GTLB): GitLab provides a DevOps platform that integrates AI to enhance code review, testing, and development efficiency. As of June 11, 2025, GTLB trades at approximately $65, with analysts noting strong revenue growth but ongoing profitability challenges (Yahoo Finance). Its AI capabilities, such as automated code suggestions, position it as a key player in software development.
- SentinelOne, Inc. (S): SentinelOne uses AI for cybersecurity, offering its Singularity Platform for autonomous threat prevention, detection, and response. As of June 10, 2025, S trades at $18.15, with a market cap of approximately $6.3 billion (Yahoo Finance). Its AI-driven solutions protect endpoints, cloud workloads, and healthcare data, making it relevant in tangential spaces.
- Tempus AI, Inc. (TEM): Tempus leverages AI for precision medicine, particularly in oncology, cardiology, and neuropsychiatry. As of June 10, 2025, TEM trades at $69.38, with a market cap of approximately $12.01 billion (Yahoo Finance). Its platform uses one of the world’s largest clinical and molecular data libraries to deliver personalized care.
- Innodata Inc. (INOD): Innodata applies AI to data engineering in healthcare, providing data preparation and model deployment services for drug discovery and clinical research. As of June 10, 2025, INOD trades at $51.23, with a market cap of approximately $1.03 billion (Yahoo Finance).
- DarioHealth Corp. (DRIO): DarioHealth offers AI-powered digital health solutions for chronic conditions like diabetes and hypertension. As of June 10, 2025, DRIO trades at $0.72, with a micro-cap of approximately $100 million, making it a high-risk, high-reward option (Yahoo Finance).
- Alignment Healthcare, Inc. (ALHC): Alignment Healthcare uses AI to provide customized healthcare solutions for seniors through Medicare Advantage plans. As of June 10, 2025, ALHC trades at $15.09, with a market cap of approximately $2.3 billion (Yahoo Finance).
- AbCellera Biologics Inc. (ABCL): AbCellera focuses on AI-driven drug discovery, developing antibody-based medicines. As of June 9, 2025, ABCL trades at $2.51, with a market cap of approximately $749 million, positioning it as a small-cap biotech (Yahoo Finance).
Risks of Individual AI Stocks
Investing in individual AI stocks involves risks:- Market Volatility: Stocks like TSLA and smaller caps like DRIO can experience significant price swings.
- Competition: Rapid technological advancements could disrupt current leaders.
- Regulatory Challenges: Data privacy and AI ethics regulations may impact operations.
Quantum Computing and AI: A Synergistic Relationship
Quantum computing has the potential to revolutionize AI by providing unprecedented computational power. Unlike classical computers, quantum computers leverage quantum mechanics to solve complex problems faster, which could accelerate AI tasks like training large neural networks or optimizing algorithms.How Quantum Computing Enhances AI
Quantum computing can enhance AI in several ways:- Faster Computations: Quantum computers can perform parallel computations, potentially reducing AI model training time from weeks to minutes.
- Complex Problem Solving: Quantum algorithms, like the Quantum Approximate Optimization Algorithm (QAOA), can tackle optimization problems prevalent in machine learning.
- Large Dataset Processing: Quantum computers excel at handling large datasets, benefiting AI applications like natural language processing and image recognition.
- New Algorithms: Quantum computing could enable novel AI algorithms, such as quantum neural networks, that are infeasible on classical systems.
Publicly Traded Quantum Computing Companies
Several companies are advancing quantum computing, offering investment opportunities for those with a long-term horizon:- IonQ (IONQ): A pure-play quantum computing company, IonQ develops cloud-accessible quantum hardware. As of June 10, 2025, IONQ trades at $23.65, with a market cap of approximately $9.93 billion (Yahoo Finance). Its partnerships with AWS, Microsoft Azure, and Google Cloud enhance its growth potential.
- Rigetti Computing (RGTI): Rigetti focuses on full-stack quantum computing, offering quantum processing units and cloud services. As of June 10, 2025, RGTI trades at $11.24, with a market cap of approximately $4.02 billion (Yahoo Finance).
- D-Wave Quantum (QBTS): D-Wave specializes in quantum annealing for optimization problems, with applications in AI and other industries. As of June 10, 2025, QBTS trades at $17.95, with a market cap of approximately $5.57 billion (Yahoo Finance).
- IBM (IBM): IBM’s Quantum Experience provides cloud-based quantum computing, complementing its AI initiatives like Watson Health.
- Microsoft (MSFT): Through Azure Quantum, Microsoft offers a platform for quantum computing development, integrating with its AI services.
- Amazon (AMZN): Amazon Braket provides access to various quantum computers, supporting AI research.
Investment Risks in Quantum Computing
Quantum computing investments are high-risk due to:- Early-Stage Technology: Commercial applications are limited, with many companies pre-revenue.
- High Volatility: Stocks like QBTS and RGTI experience significant price fluctuations.
- Long-Term Horizon: Significant returns may take decades.
Conclusion: Strategic Investment in AI and Quantum Computing
AI and quantum computing offer diverse investment opportunities in public markets, catering to various risk profiles. Key takeaways include:- AI ETFs for Stability: Funds like ARTY, with a price of $38.33 and $985 million in net assets, provide diversified exposure to the AI sector (iShares).
- Individual Stocks for Growth: Companies like TSLA ($326.10), NVDA ($143.96), MSFT, GTLB, S ($18.15), TEM ($69.38), INOD ($51.23), DRIO ($0.72), ALHC ($15.09), and ABCL ($2.51) offer targeted growth potential, with small-cap stocks like DRIO and ABCL providing higher-risk, higher-reward opportunities (Yahoo Finance; Yahoo Finance; Yahoo Finance; Yahoo Finance; Yahoo Finance; Yahoo Finance; Yahoo Finance; Yahoo Finance).
- Quantum Computing for Long-Term Potential: Companies like IONQ ($23.65), RGTI ($11.24), and QBTS ($17.95) are at the forefront of quantum technology development, though their mid-cap status reflects their growing influence (Yahoo Finance; Yahoo Finance; Yahoo Finance).
- Risk Management: Both sectors face volatility, competition, and regulatory risks. Thorough research and diversification are essential.
- Stay Informed: The AI and quantum computing landscapes evolve rapidly. Investors should monitor company performance and market trends.
Key Citations
- iShares Future AI & Tech ETF Overview
- Tesla Stock Price History
- NVIDIA Stock Historical Prices
- GitLab Inc. Stock Price and News
- SentinelOne, Inc. Stock Price and News
- Tempus AI, Inc. Stock Price and News
- Innodata Inc. Stock Price and News
- DarioHealth Corp. Stock Price and News
- Alignment Healthcare, Inc. Stock Price and News
- AbCellera Biologics Inc. Stock Price and News
- IonQ, Inc. Stock Price and News
- Rigetti Computing, Inc. Stock Price and News
- D-Wave Quantum Inc. Stock Price and News
- NVIDIA Financial Results Q1 2026
- Tesla AI Developments 2025
00:00 Intro 02:16 Investing in the Most Disruptive Industries
05:33 Big Companies Will Crash If They Don’t Adapt Quickly
06:09 Where to Invest to Be Rich in the Next 10 Years
08:52 The Biggest Employer in the World
09:59 Flying Cars and EV Tools Will Shape the Future
10:47 Investing in AI Companies in the Health Care Industry
12:46 Why Tesla Will 10x in the Next 5 Years
15:13 Your Autonomous Car Will Make You Money
18:30 How Humanoid Robots Will Free Our Time
21:29 No Code Will Be Written by Humans
25:24 The Companies That Will Make Money in the AI Era
29:53 Will Unemployment Be Higher in 5 Years?
37:08 Meeting Elon Musk
40:36 Investing in Bitcoin at the Very Start
43:36 How Much of Your Portfolio Is Bitcoin?
46:05 Bitcoin Mining
50:33 Why Invest in Coinbase
54:56 Top 10 Public Investments People Should Consider
57:50 Ads
59:34 Where Would You Invest $1,000?
01:01:46 Investing in Other Cryptocurrencies Apart From Bitcoin 01:03:16 How to Invest in Stablecoins
01:03:46 The Mentality of a Good Investor
01:06:53 Trump’s Tariffs
01:11:38 What Keeps You Up at Night in the Current Situation
01:16:47 How to Hire in the Era of AI
01:25:27 Advice to Young People
01:30:20 Gratitude Letter From Cathie’s Mentor
01:36:50 If Elon Dies, Will It Impact the Progress of Human Evolution?
That said, do you have a stock that you believe is poised to explode in growth, in the next 2-7 years?
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Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)
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