We came across a bullish thesis on Fathom Holdings Inc. (FTHM) on Antarctic Circle Capital’s Substack by Antarctic Circle Capital. In this article we will summarize the bulls’ thesis on FTHM. Fathom Holdings Inc. share was trading at $2.85 as of Sept 12th.
An aerial view of a real estate property with multiple buildings and pavement in the foreground.
Fathom Holdings Inc., a technology-driven real estate services company based in Cary, North Carolina, operates through a cloud-based...
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
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