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re: If buying now .. What 10 Ai stocks will people wish they had bought 10 yrs from today
Posted on 6/9/24 at 9:05 am to DarthRebel
Posted on 6/9/24 at 9:05 am to DarthRebel
Any list without nvda is incorrect!
Of course, nobody can really know what AI stocks will look like 10 years out, so this thread is for entertainment, not actual investing.
Of course, nobody can really know what AI stocks will look like 10 years out, so this thread is for entertainment, not actual investing.
0
Posted on 6/9/24 at 9:12 am to LChama
SNOW. SNOW. SNOW
Posted on 6/9/24 at 2:02 pm to DaBeerz
quote:
I feel like Apple will have something up there sleeves… they’re being quiet on purpose
I would agree, but they don't generally operate this quietly (at least that I can recall). They do have a ton of cash. They're as cash rich a huge company as there has been in decades.
So, they can afford to jump big if the opportunity arises. I figure they're saving their pennies to buy Disney once Iger tanks it enough for them to both afford it and get it past the SEC/trust considerations.
But, maybe they saw this AI thing and have been stacking cash to just buy the clear winner once the dust settles (which would be smarter than dabbling themselves, IMHO).
Posted on 6/9/24 at 2:42 pm to LChama
The AI mega trend is unfolding in several waves: (1) infrastructure, (2) enterprise software, (3) consumer products and services.
We're only in the first wave, where the obvious winners (beyond Nvidia) are companies producing datacenter hardware and components. Big gains for Super Micro Computer, Vertiv, Celestica -- you could throw in Arista, nVent, Corning, etc, as well as half of the industrials in the GRID etf. Common dominator is they make stuff that goes into datacenters.
Next wave will be software, and specifically enterprise software. Frankly, I think it is too early to tell who the big winners will be. Market dynamics may not unfold as expected. The space will be incredibly competitive, so look for the "winner-take-most" companies like Crowdstrike or companies with a first-mover advantage like Palantir. All else is worth taking a pitch, including data analysis and app development platforms like C3.AI and Snowflake (there will be a LOT of these).
We're only in the first wave, where the obvious winners (beyond Nvidia) are companies producing datacenter hardware and components. Big gains for Super Micro Computer, Vertiv, Celestica -- you could throw in Arista, nVent, Corning, etc, as well as half of the industrials in the GRID etf. Common dominator is they make stuff that goes into datacenters.
Next wave will be software, and specifically enterprise software. Frankly, I think it is too early to tell who the big winners will be. Market dynamics may not unfold as expected. The space will be incredibly competitive, so look for the "winner-take-most" companies like Crowdstrike or companies with a first-mover advantage like Palantir. All else is worth taking a pitch, including data analysis and app development platforms like C3.AI and Snowflake (there will be a LOT of these).
This post was edited on 6/9/24 at 3:15 pm
Posted on 6/9/24 at 5:57 pm to TxTiger82
Does intc not make a resurgence in the chip market at some point? Im genuinely curious as I know nothing about chips. It’s just odd to me that a former blue chip stock could have played their hand so bad as to be completely irrelevant in that space moving forward.
Posted on 6/9/24 at 7:59 pm to TAFP
The capex explosion is happening now, and Intel is late to the game. They have developed a new AI chip -- the Gaudi 3 accelerator chip -- but Nvidia and AMD make similar chips so there's lots of competition there. Key thing to note: accelerators complement the core GPUs, which makeup the lion's share of spending on chips for AI datacenters. Nvidia has the GPU market on lockdown right now.
Personally, I'd stay out of Intel. If you're looking for an alternative to Nvidia, I would much rather go in for Micron Technology (memory chips), AMD (accelerators, field-programmable gate arrays), or Broadcom (networking chips). All make chips that go into AI datacenters and complement Nvidia's GPUs.
If you don't want to pick a semis company, but still want exposure to semis, you could consider companies essential to the design or manufacturing process like ASML, Taiwan Semiconductor, or Arm.
Personally, I'd stay out of Intel. If you're looking for an alternative to Nvidia, I would much rather go in for Micron Technology (memory chips), AMD (accelerators, field-programmable gate arrays), or Broadcom (networking chips). All make chips that go into AI datacenters and complement Nvidia's GPUs.
If you don't want to pick a semis company, but still want exposure to semis, you could consider companies essential to the design or manufacturing process like ASML, Taiwan Semiconductor, or Arm.
This post was edited on 6/9/24 at 8:21 pm
Posted on 6/10/24 at 4:48 am to TxTiger82
quote:
I would much rather go in for Micron Technology (memory chips), AMD (accelerators, field-programmable gate arrays), or Broadcom (networking chips). All make chips that go into AI datacenters and complement Nvidia's GPUs.
If you don't want to pick a semis company, but still want exposure to semis, you could consider companies essential to the design or manufacturing process like ASML, Taiwan Semiconductor, or Arm.
You sound really smart on the various types of Semi's . I get confused on what each does so i bought NVDA and the ETF : SOXX.
Posted on 6/11/24 at 8:18 am to DarthRebel
Who are the emerging leaders in the Quantum computing space?
Posted on 7/1/24 at 9:25 pm to TigerDeBaiter
quote:
SNOW. SNOW. SNOW
If you bought under $130, enjoy the ride.
Posted on 7/1/24 at 9:47 pm to LChama
Probably don’t know the firm yet
Posted on 7/2/24 at 12:01 am to cadillacattack
IBM is actually a big player in quantum computing. Another company to look into is IonQ.
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