AI is creating trillion-dollar winners.
Most investors are chasing chips, data centres and hyperscalers. I'm looking further down the food chain, where the really big money often gets made.
If AI capex reaches the levels the investment banks and others are projecting, somebody has to arrange the debt, package the financing, move the money and churn that ocean of cash. That's where things get interesting.
In this video I explain why I think one of Wall Street's oldest institutions could become one of the biggest beneficiaries of the AI boom—and why almost nobody is talking about it.
