For pharma companies, the soaring price of drug development comes with real costs. In fact, the situation is so bad that researchers have taken to calling this phenomenon “Eroom’s Law.” That’s “Moore’s” spelled backward. However, upcoming technological advancements could change Eroom's backwards fate… and, therefore, boost healthcare-related plays.

Every January, I, too, like to dust off my crystal ball and present a collection of forecasts and wild guesses about the coming year. Today, I’d like to offer a new prediction for 2025. Then, I’ll delve into a certainty: The arrival of artificial general intelligence, or AGI, is imminent.

Today, I’d like to show you what indirectly investing in AGI looks like by taking a look at some examples of the “first wave” companies that would fall into the data-center category. Then, I’ll share where you can find the best “next wave” indirect AGI plays.

As humans, we like predictability. We’re all familiar with things such as crystal balls, tea leaves, and tarot cards that are all supposed to provide us with some certainty about what’s coming next. That’s why we’ve developed all sorts of methods to try to get that edge.

In today’s issue, I’ll break down Nvidia’s game-changing AI moves and how the company is part of laying the groundwork for something even bigger than physical AI: artificial general intelligence (AGI) – the kind of AI that could think and learn just like we do.