Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday, we are delighted to have Pedro Palandrani, Director of Research at Global X, return to the show.In this episode, Pedro guides us through the generational opportunities that AI offers different sectors: chipmakers & hardware, generative AI & large language models (LLMs), and automation & robotics. We explore the timeline and potential size of this transformative theme, touching on the short-term gains for companies like Nvidia and the long-term structural shifts that could take a decade or more to fully unfold. Pedro emphasises Japan's pivotal role in the automation sector, highlighting several Japanese companies at the forefront of this revolution, such as Omron and SMC. Lastly, Pedro dissects Global X’s Artificial Intelligence & Technology ETF [AIQ] and Robotics & Artificial Intelligence ETF [BOTZ], explaining how the two offer investors pure-play exposure to the AI revolution. Enjoy!Last year, Pedro joined the show to discuss Global X’s approach to thematic investing, the Exponential Age, and technological innovation.Listen to our previous episode featuring Pedro:AP: https://podcasts.apple.com/gb/podcast/146-pedro-palandrani-the-exponential-age-disruptive/id1504694129?i=1000590247759Spotify: https://open.spotify.com/episode/06eCuZm5GcfpO2pFMqYQ6ZThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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