Yes I do. I expect chip makers such as TSMC and Nvidia to massively profit from them because people will need a lot more chips now and in the future.

I expect companies who integrate well with them to increase their value. For example, companies with proprietary data to integrate an LLM with. Another example could be a company that develops very capable agents.

Wallstreet cares about stocks. If models reach a point where it’s cheap, capable, and fast, why wouldn’t the S&P500 take off because of the huge boost to productivity? And some companies will take off more. That’s normal.