Earnings360 Newsletter for 12/12/2024

A revolutionary new computing architecture is quietly being developed by three companies right now that's about to make today's massive data centers look like room-sized vacuum tube monsters from the 1940s—the technology already exists, it's processing data at speeds that make today's cutting-edge AI systems look like dial-up, and it uses up to 90% less energy. George Gilder, the guy who predicted the iPhone 16 years early, Netflix a decade before it dominated, and Amazon when it was just an online bookstore, believes this wafer-scale revolution could be bigger than all of those combined, but the window's closing fast before Company #3 IPOs and the chance to get in early vanishes.