Artificial intelligence (AI) is already transforming many industries, but not all tech companies will benefit equally. The companies with the most potential notched their AI lead years ago before their rivals had even jumped on the AI trend.

Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show. Talking about the highlight of the show, it was undoubtedly the keynote from Jensen Huang.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,