Episode Details
| Title | A skeptical look at AI investment |
|---|---|
| Date | 7/16/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $Infrastructure Providers - Positive outlook on infrastructure providers due to ongoing demand and investment.
- “Keep buying the infrastructure providers... I've never seen a stock that goes down only because it's expensive.” - Jim (0:00)
- 🟢 $NVDA - 🔒
- 🟢 $AMZN - 🔒
- 🟢 $GOOGL - 🔒
- 🟢 $MSFT - 🔒
- 🟢 $Semiconductor Companies - 🔒
- 🟢 $AMD - 🔒
- 🟢 $INTC - 🔒
Bearish:
- 🔻 $AI Technology - 🔒
- 🔻 $AI Investments - 🔒