Great article! You perfectly summed up my concerns about $GOOGL: Right now, it’s simply unclear which major AI player will come out on top — too much uncertainty. My approach? When everyone’s chasing gold, sell shovels. I’m looking at sectors that benefit indirectly no matter who wins the ai-race.
Thanks, and you nailed it. Like one of my favorite superinvestors, Dev Kantesaria, I also prefer businesses that profit from the AI race without needing to win it. ASML is the quintessential example, its tools are essential to every AI chip, whether it’s NVIDIA, AMD, or Google leading the charge.
I’m already seeing that play out with infrastructure bets like $PSIX and $IESC. What other picks are on your radar?
I love the iPhone, I own one for a reason. Beautiful product, incredibly practical, no doubt. But after the recent Google I/O, I’m curious about $GOOGL and Android again. $AAPL isn’t exactly “clobbering” anyone right now, just look at how many consecutive quarters of flat iPhone revenue they’ve posted.
Great article! You perfectly summed up my concerns about $GOOGL: Right now, it’s simply unclear which major AI player will come out on top — too much uncertainty. My approach? When everyone’s chasing gold, sell shovels. I’m looking at sectors that benefit indirectly no matter who wins the ai-race.
Thanks, and you nailed it. Like one of my favorite superinvestors, Dev Kantesaria, I also prefer businesses that profit from the AI race without needing to win it. ASML is the quintessential example, its tools are essential to every AI chip, whether it’s NVIDIA, AMD, or Google leading the charge.
I’m already seeing that play out with infrastructure bets like $PSIX and $IESC. What other picks are on your radar?
GOOG keeps trying to sell their glamorized Android camera phones. AAPL will clobber GOOG.
I love the iPhone, I own one for a reason. Beautiful product, incredibly practical, no doubt. But after the recent Google I/O, I’m curious about $GOOGL and Android again. $AAPL isn’t exactly “clobbering” anyone right now, just look at how many consecutive quarters of flat iPhone revenue they’ve posted.