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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 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?
Also what AI ETFs are recommended.
Is ARM or PLTR the real deal?
13
Posted on 2/13/24 at 8:55 am to LChama
ASML
DLR
MSFT
TSM
DLR
MSFT
TSM
This post was edited on 2/13/24 at 9:37 am
Posted on 2/13/24 at 9:09 am to LChama
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).
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 on 2/13/24 at 9:15 am to LChama
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 on 2/13/24 at 9:22 am to LChama
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.
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 on 2/13/24 at 9:38 am to Decisions
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 on 2/13/24 at 9:41 am to LChama
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
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 on 2/13/24 at 10:26 am to LChama
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 on 2/13/24 at 10:43 am to DarthRebel
quote:
NVDA - The growth has to end at some point right
Why? Most of the tech companies rely on their chips
Posted on 2/13/24 at 11:19 am to DaBeerz
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 on 2/13/24 at 11:37 am to LChama
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.
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 on 2/14/24 at 8:14 am to LChama
BOTZ
THNQ
THNQ
Posted on 2/14/24 at 10:25 am to slackster
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 on 2/14/24 at 10:35 am to LChama
Fortinet
Arista
Darktrace
Adding these for a network & security centric flavor.
Arista
Darktrace
Adding these for a network & security centric flavor.
Posted on 2/14/24 at 2:39 pm to DaBeerz
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.
Posted on 6/5/24 at 4:46 pm to Jag_Warrior
quote:
PLTR has been a rocket ship lately (after being dead money for quite awhile)
I have read a bunch of folks all saying it is going to be yuge. PLTR is also getting in govt. checkbooks around the world. I was not early. I got in at $21.37 but am not looking for a quick buck.
Posted on 6/5/24 at 6:58 pm to Hangit
Micron has been the tech stock I’ve been riding for the year. Price prediction average is around 150 so not too much more room to run in the short run. Earnings will be at the end of the month. What I’ve read all of their memory chips are sold until the end of 2025. A lot of them to NVidia. Last earnings report they jumped when NVDA did. After NVDA blew out last earnings I’m thinking so will micron. Might have 20-30% more run in the price come the next two months.
Probably not a 10 year hold but the next 1-2 should be pretty solid.
Probably not a 10 year hold but the next 1-2 should be pretty solid.
Posted on 6/7/24 at 5:51 am to Deepwood
quote:
Micron
Good choice. The new chip facility is going to print money for them. They also are rumored to be releasing big news after the next ER.
I am also looking at 10 years to exit PLTR.
Posted on 6/7/24 at 6:42 am to LChama
You won’t be allowed to own anything in 17 years brother
Plus ai won’t produce anything that benefits the average serf. We wanted ai that did menial labor so we could paint and write and instead we got ai that paints and writes so we can do menial labor
Plus ai won’t produce anything that benefits the average serf. We wanted ai that did menial labor so we could paint and write and instead we got ai that paints and writes so we can do menial labor
Posted on 6/7/24 at 6:59 am to el Gaucho
Just created a position in Broadcom yesterday. I already have NVDA, MSFT, Goog, AAPL 
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