This report focuses on six small and mid-cap (SMID) stocks positioned to capitalize on the burgeoning artificial intelligence (AI) market. The author, David Marlin, highlights the transformative potential of AI, predicting significant disruption across various sectors. His previous "Small Cap 6 Portfolio" achieved +99% gains, fueling confidence in this new selection.
Marlin's selection process emphasizes:
The report projects AI's profound impact on several industries by 2035, including:
The report emphasizes the potential of AI to reshape daily life and revolutionize society, comparable to the impact of the internet.
Marlin Capital Readers,
In this report, I’m zeroing in on the most explosive opportunity in markets of this generation: Artificial Intelligence (AI). With AI, we are in the midst of a technological revolution only seen a handful of times throughout history.
Life changing gains will be made in owning the right Small and Mid Caps.
A year ago, I released my Small Cap 6 Portfolio, which we closed out for +99% gains in 7 months overall.
Now I’m unveiling a new portfolio of my top 6 Small and Mid Caps (SMID), poised to thrive from the AI revolution.
My top 6 Small and Mid Cap picks each play a unique part in the AI revolution. I believe they are potential multi-baggers because they are important/leading companies in industries that will be transformed by AI.
The World in 2035:
In the next decade, AI will reshape daily life, disrupting nearly every sector. Similar to the invention of the internet, AI will revolutionize our society in unprecedented ways.
By 2035, Artificial General Intelligence (AGI; defined as surpassing the smartest human in any domain) could manage cities, cure diseases, discover new physics, and explore space. Elon Musk sees AGI reducing biological intelligence to <1% of total intelligence by ~2035, while Sam Altman predicts full AGI by 2030. Jensen Huang predicts “everything that moves will be autonomous by 2035”.
The Impact:
Autonomous vehicles will reduce traffic fatalities by 90%, AI-driven diagnostics will double cancer survival rates, and data centers will handle 80% of global compute. The $16 Trillion AI market (30% CAGR) spans every industry, but most notably:
Transport: Robotaxis and autonomous vehicles will reduce traffic fatalities by 90% and cut commuting costs by 50%.
Healthcare: AI will detect 80% of cancers at stage 1, saving millions.
Infrastructure: Data centers will run 90% of AI applications.
Work: Robots will automate 40%+ of logistics, boosting GDP.
Selection Criteria: How I picked my top 6
Industry Growth: I’ve identified the industries most poised to benefit from AI in the next 10+ years (25-40% CAGR).
Company Positioning: My picks are leaders in said industries with proprietary tech, major clients, and/or visionary backing.
Revenue Growth: +25-500% YoY revenue growth with upwards future revisions, signaling strong financial momentum and analyst confidence.
Multi-Bagger Potential: Clear path to $3B-$50B valuations by 2030-2035 (3-10x returns), using realistic Price to Sales (P/S) multiples.
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