Episode Details
Back to EpisodesNew Flashcast: AI Industry Primer — 50 Under-Covered Companies & Where Value’s Being Created
Season 2
Episode 103
Published 5 months, 3 weeks ago
Description
In our latest WTR Small-Cap Spotlight Flashcast, WTR's Shawn Severson and James Kisner break down James’s AI Industry Primer—how the team selected 50 under-covered names, the AI Centricity Score, and 11 application areas. The conversation highlights where the most market value has accrued (notably infrastructure/platforms and quantum) as well as specialized workflow owners — and what the data says about the relationship between "AI Centricity" and returns.