What's In Your Portfolio? December 13, 2023

Locator: 46295ECON.

What would investors think if there was a headline today:

• US Steel to build 100 new steel-manufacturing facilities this year

Or:

• GM to build 100 more EV-manufacturing facilities this year

But instead we get:

• Oracle to build 100 new data centers.

And that's just Oracle. Imagine what Facebook, Google, Amazon, others are doing.

4th Industrial Revolution.

ARKK vs BRK.

Twenty-years from now.

What's in your portfolio?

SNOW?