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If buying now .. What 10 Ai stocks will people wish they had bought 10 yrs from today

Posted on 2/13/24 at 8:41 am
Posted by LChama
Member since May 2020
1670 posts
Posted on 2/13/24 at 8:41 am
Aside from META and NVDA.
Also what AI ETFs are recommended.
Is ARM or PLTR the real deal?
Posted by slackster
Houston
Member since Mar 2009
85137 posts
Posted on 2/13/24 at 8:55 am to
ASML
DLR
MSFT
TSM
This post was edited on 2/13/24 at 9:37 am
Posted by Jag_Warrior
Virginia
Member since May 2015
4129 posts
Posted on 2/13/24 at 9:09 am to
As far as ETFs, I’ve been selling higher delta puts on AIQ. But considering its underlying strength, I believe that I’ll go ahead and purchase shares to establish a position, and continue selling puts to build it over time.

PLTR has been a rocket ship lately (after being dead money for quite awhile). I may look at ARM after the lockup period expires (mid March, I believe?). Also looking at TSM, once this recent froth bleeds off (which seems to be happening somewhat today).
Posted by DaBeerz
Member since Sep 2004
16996 posts
Posted on 2/13/24 at 9:15 am to
I feel like Apple will have something up there sleeves… they’re being quiet on purpose
This post was edited on 2/13/24 at 9:31 am
Posted by Decisions
Member since Mar 2015
1491 posts
Posted on 2/13/24 at 9:22 am to
I will be surprised if there are ten true ai companies/stocks which are of significant value in ten years. Tech tends to be a “winner-takes-most” sort of market. You’ll have other industries adopt a bit of it to build efficiencies, but it won’t be the centerpiece.

If I were a betting man, though, I’d bet on my favorite chip manufacturers and possibly those already in the cloud computing space, but I’m certainly no expert.
Posted by slackster
Houston
Member since Mar 2009
85137 posts
Posted on 2/13/24 at 9:38 am to
AI will be built into most products. Hell, Deere is arguably using AI and automation more than any other company, but dk they count?
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
21301 posts
Posted on 2/13/24 at 9:41 am to
Cannot give you 10, but can give you 1.

MSFT is my only lock.

After that there are strong candidates
GOOG
AAPL
AMZN
META
AVGO
TSMC
.
.
.
NVDA - The growth has to end at some point right
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11196 posts
Posted on 2/13/24 at 10:26 am to
quote:

Also what AI ETFs are recommended.



That is a terrible idea and you more than likely have the exposure you're seeking. Unless this is a short term trade.
Posted by DaBeerz
Member since Sep 2004
16996 posts
Posted on 2/13/24 at 10:43 am to
quote:

NVDA - The growth has to end at some point right


Why? Most of the tech companies rely on their chips
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
21301 posts
Posted on 2/13/24 at 11:19 am to
quote:

Most of the tech companies rely on their chips


Nvidia is huge winner for a lottery they did not enter. The fact that their GPUs were really good at training large language models, has to be one of the luckiest breaks ever in the tech industry.

AI is in the beginning, but everyone sees it is the future. Nvidia has a huge head start, but competition will really flow in now. NVDA is going to run up for now, but 10 years from now I think we are going to have more players.

GPU AI vs. Quantum AI will be the battle. Is Quantum computing something that can be done at a much lower cost. Nvidia is already working on GPU/Quantum solutions, so they may win the next battle as well.
Posted by TigerFanatic99
South Bend, Indiana
Member since Jan 2007
27704 posts
Posted on 2/13/24 at 11:37 am to
I'm particularly concerned with how just about every government in the world is relatively luddite on the idea of AI and is more concerned with slowing and regulating it's use and development than encouraging life changing growth.

If I were looking for long term investing, I would stick with the hardware side 90% such as NVIDIA. and dabble in the big players with the other 10%, Microsoft, Google, Amazon, Meta.
Posted by Skervix
Member since Aug 2018
195 posts
Posted on 2/14/24 at 8:14 am to
BOTZ
THNQ
Posted by Decisions
Member since Mar 2015
1491 posts
Posted on 2/14/24 at 10:25 am to
quote:

AI will be built into most products. Hell, Deere is arguably using AI and automation more than any other company, but dk they count?


Even with AI on every tractor Deere wouldn’t qualify as an AI company in my book. Their base is still agriculture and its facilitation, not the AI. That’s merely a (very useful) tool.

Also, I don’t think we’re going to have enough chips to employ AI everywhere it could be useful for quite some time. Low margin, unscalable spaces which would benefit are going to be priced out for the short to mid-term.
Posted by Dawgfanman
Member since Jun 2015
22540 posts
Posted on 2/14/24 at 10:35 am to
Fortinet
Arista
Darktrace

Adding these for a network & security centric flavor.
Posted by HagaDaga
Member since Oct 2020
161 posts
Posted on 2/14/24 at 2:39 pm to
quote:

I feel like Apple will have something up there sleeves… they’re being quiet on purpose

I've been wondering lately why Apple hasn't gotten on this AI ride, as it seems they have not at all.

Their stock price hasn't been able to break $200, during this AI high. Just been in the $170 - $199.11 range last year or so. Today down into the low $180s.
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