Investing In The Intelligence Economy: Semantic Graph Engines

Jul. 07, 2025 2:11 PM ET, , , , 1 Comment
BullBear Trading
1.95K Followers

Summary

  • Investors need a new framework for evaluating opportunities in the emerging Intelligence Economy ("Intellinomics").
  • Semantic Graph Engines represent the next major paradigm after databases, emphasizing relationships, provenance, and iterative knowledge synthesis rather than isolated data storage and retrieval.
  • Companies tied to legacy database models risk losing relevance, while those pivoting aggressively or emerging natively from this new paradigm are better positioned for the future.
  • Investors should prioritize companies actively building or integrating Knowledge Graphs and semantic reasoning capabilities, as these will become essential infrastructure for intelligent applications going forward.
  • The shift to semantic intelligence represents an opportunity akin to investing early in the computing and internet revolutions—moving decisively toward this new paradigm can yield significant returns in the coming years.

AI, data analysis. Business people use AI to analyze financial related data. big data Complex performance measurement With modern innovative technology

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(Part 1 in the "Intellinomics Investing" Series)

"Skate to where the puck is going, not where it is."

We've all heard that one before. Attributed to the ice hockey legend, Wayne Gretsky.

It's particularly

This article was written by

1.95K Followers
Steven Vincent has been studying and trading the markets since 1998 and is a member of the Market Technicians Association. He is proprietor of BullBear Trading which provides market technical analysis, timing and guidance to subscribers. He focuses on intermediate to long term swing trading. When he is not charting and analyzing the markets, he’s the author and thought leader at The Singularity Project.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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