... investment community, it is critically important to assess how the described changes are transforming the fundamental indicators of companies. Established models of revenue and cash flow forecasting are being reconsidered in light of the AI factor. Risks and opportunities are unevenly distributed: some corporations are leveraging AI as a foundation for a new growth cycle, while others must defend old sources of profit from erosion. Growth forecasts now largely depend on how successfully a company integrates AI into its services and products. For example, Microsoft has received an upgrade in prospects due ...

... Growth Sectors and Technologies: Special attention is being paid to technology, defense, infrastructure, and exports to new markets. Government support for projects in IT, industry, defense, and export-oriented agro- and industrial sectors is creating growth points for investment. Companies operating in these areas may benefit from state programs and expanding external relationships. International Risks and Opportunities: The Russian economy is reorienting toward cooperation with partners beyond traditional Western markets. This opens new horizons but also carries geopolitical risks. Investors should consider sanction restrictions while not overlooking the ...

... into the business to fuel further growth rather than paying dividends. As companies mature, profit growth tends to slow down, leading these companies to be more inclined to return profits to investors in the form of dividends, especially as investment opportunities in their markets become limited. It is commonly believed that, over the long term, value investments outperform growth investments, although recent data challenges this assertion. For example, tech companies have recently demonstrated phenomenal growth; however, history shows that nothing lasts forever.

... in the crypto market, akin to the DeFi or NFT booms of previous years. Those capable of conducting fundamental analysis on such projects (evaluating the team, technological novelty, protection against copying, and tokenomics) may discover promising growth opportunities. However, following successful examples, dozens of similar "AI coins" flooded the market, many of which are weak projects. Discrimination and attention to detail are key qualities for investors looking to capitalize on the AI trend ...

... increases the chances of success in fundraising. Networking and Partnerships Accelerator and incubator programs offer opportunities to connect with potential partners, investors, and other startups. This helps expand business networks and identify new opportunities for collaboration and growth. Access to Infrastructure and Resources Startups participating in programs gain access to equipment, office space, software, and other resources, which reduces costs at the early stages. This is particularly important for startups in technology ...