Monthly Investor Webinars

The AI Age.
Beyond Datacenters.

This month we explore how AI is moving beyond the datacenter — from enabling infrastructure plays in silicon and networking to the companies powering the next wave of real-world AI adoption.

Watch Past Sessions ↓
this month's webinar
The AI Age — Beyond Datacenters | Enabling AI | Webinar Tue 25th Aug

Invest in Beyond Datacenters

The AI Enabling Stack

Beyond Datacenters

20 stocks across four structural scarcities for 2026–2028.

Time-to-Capacity
01

Time-to-Capacity

GPU compute from neoclouds & power-advantaged hosts.

Bandwidth
02

Bandwidth

Inference silicon & interconnect fabric linking GPU clusters.

Physical Execution
03

Physical Execution

Robotics, cobots & automation applying AI to the physical world.

Control
04

Control

Governance & compliance making agentic AI deployable at scale.

Invest Now →
Enhanced Growth

Track Record

+102.9%

Average strategy return across 6 comparable themes · as at Aug 2026.

1

Precious Metals & Defence

Gold / Silver +313.3%

Realised

Gold Miners / Silver +265.5%

avg · 373.0% half realised, 158.0% open

Silver / Platinum +233.3%

avg · 300.0% one-third realised, 200.0% open

Defence (RTX / BAE) +114.0%

avg · 114.0% one-third realised, 114.0% open

2

Hyperscaling AI

+34.0%

average underlying stock performance

−100.0% strategy avg · 12 months remaining
Hyperscalers
GOOGL +66.1%  |  ORCL −33.6%
Wiring / Cooling
COPX +77.4%  |  ECL −9.8%
Power / Power Management
VRT +129.6%  |  OKLO −34.8%
3

Robotics

+21.7%

average underlying stock performance

−25.0% strategy avg · 14 months remaining
Broad Robotics
TSLA −21.8%  |  TSMC +71.0%
Warehouse
TER +96.9%  |  ZBRA +33.2%
Cobots
SYM −41.1%  |  ISRG −8.0%
4

Software Survivors

+45.4%

average underlying stock performance

+129.8% strategy avg · 6 months remaining
Medical
PME +42.2%  |  VEEV +34.4%
ERP
TNE +34.5%  |  WTC −4.7%
Cyber
CRWD +83.0%  |  PANW +83.0%
🏆
Best Average Theme
Gold Miners / Silver

+265.5%

🛡
Best Single Strategy Within Theme
Cybersecurity

+390% in 5 months

📈
Strongest Active Tech Theme
Software Survivors

+129.8% avg

Past Sessions

Missed one? Watch on demand.

All past webinars are available to watch in full on YouTube. Click any session below to go straight to the recording.

Software Survivors Webinar
March 2026 · 41 min
AI & Software
Software Survivors — Which Companies Will Survive AI Disruption?
Mark Gardner and Kai Chen present the Five-Pillar Moat Framework for evaluating which enterprise software companies are built to withstand agentic AI — and which aren’t. Healthcare IT, ERP, and Cybersecurity score highest.
Watch recording
MPC 2026 Market Outlook Webinar
January 2026 · 1 hr 9 min
House View
MPC 2026 Market Outlook — Themes, Risks & Opportunities
MPC’s comprehensive 2026 outlook covering geopolitical tensions, AI investment opportunities, commodities including copper and silver, defence spending, nuclear energy, quantum computing, and robotics.
Watch recording
Security Supercycle Webinar
November 2025 · 41 min
Defence
The Security Supercycle — Investing in a New Global Order
As geopolitical tensions rise and nations ramp up defence spending, MPC breaks down key sectors — defence, cybersecurity, energy, and critical minerals — and ASX-listed ETFs and global stocks to watch.
Watch recording
Hyperscaling AI Webinar
September 2025 · 48 min
Infrastructure
Hyperscaling AI — The Rapid Expansion of Datacentres
How the AI revolution is driving explosive demand for data centres, copper, water, and nuclear power. Mark Gardner covers key resources, energy needs, and investment opportunities across the AI infrastructure supply chain.
Watch recording
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