Many folks selling platinum picks and shovels with very few if any who know if there is gold up in the hills. There are few experts. The only thing that will be discovered is what the technology can and can';t do beyond the hype.
They all are extremely expensive like everything else in this current market. Sit on the sidelines and wait for everything to drop in price. Don't be caught catching a falling knife. These prices can't be maintained 💯💯💯💯💯💯
I appreciate the sentiment but considering the fact that 99% of people didn’t have any of these companies on their radar six months ago is an indicator that this is getting very frothy
Delusional. This is not a long term play ... perhaps short term. But, the next foundational model openai releases will significantly cut into margins and continue to drive the cost of software development to zero.
Jerry brown is a joke. His comments on Accenture’s capex light bottom line etc are completely wrong. It is people heavy business. Their net margin is only ~10%
So you pay these companies to apply Microsoft ai programs? Isn't MSFT still the way to go then ?
MSFT & all of its design partners: AMD, Nvidia, & Qualcomm. MSFT new AI PC initiative requires CPUs from its design partners & at least 16G of DRAM.
My money's on PLTR
Vertiv is a buy. AI, more computing power. Every Data Centers need a rack cooling system. This is where Vertiv save the day.
Not selling picks and shovels. They are companies selling maps.
they are not growth stocks
PLTR is
@@AG-hl1nino pltr is a hype stock
No its not@@Kaodusanya lol
@@AG-hl1niPER 250...is not?😂
All these analysts are telling you to buy the hype. Buy high and sell low. Definitely good way of making money
yup. People need to wake up to Palantir Tech $PLTR
Why doesn’t this dude own these stock’s personally? Under the radar? Accenture? Well known and many mega investor owned
But to be fair, EPAM literally is way down from its ATH so.
The engine room is subject to turnover, salary inflation and competition from smaller boutique engines. Lots of holes in this theory.
Many folks selling platinum picks and shovels with very few if any who know if there is gold up in the hills. There are few experts. The only thing that will be discovered is what the technology can and can';t do beyond the hype.
WE ❤DAN
Yeah, ok. Are they going to recommend the manufacturer of wall plugs next? Because, duh, you have to plug in the computers.
IMHO the most powerful LLMs will be Open Source and the only ones making money from AI will be the GPU makers.
I think Dell may be a good stock
Apple is currently below the radar but going to pop later this year.
They all are extremely expensive like everything else in this current market. Sit on the sidelines and wait for everything to drop in price. Don't be caught catching a falling knife. These prices can't be maintained 💯💯💯💯💯💯
NGMI
Regression to the mean is a real and unavoidable thing. It's fascinating how many investors never figure that out.
theyre called bulltards@@Avo7bProject
What? Do Blackstone(BX)!
I appreciate the sentiment but considering the fact that 99% of people didn’t have any of these companies on their radar six months ago is an indicator that this is getting very frothy
😂 these are jokes. Buy direct NVDA or AMD
Delusional. This is not a long term play ... perhaps short term. But, the next foundational model openai releases will significantly cut into margins and continue to drive the cost of software development to zero.
Palantir Tech $PLTR
Wrong analysis
Picks and shovels 😂 this guy crazy i think i saw him dump on coinbase and it went up 6x
SMCI, ANET.
The A.I craze will inevitably fade. Don't invest in something just because everybody else is chasing is.
Pom pom alert for stock market cheerleaders. Why don't they tell us how much these companies are investing in AI in there models?
mr Dolev 🤷♂️
These guys are not looking in the right place.
Palantir Tech
These stock are not AI stocks! LOL! Wow! Funny!😆
$CHAT
❤❤❤❤❤❤
Wait for NVDA to miss earning estimates and it will crush 70%
NGMI
lol
Never happen in next 5 years straight😊
Wait for you to never make gains. Ok brah ☮️
If NVDA goes down . The other stocks will plunge even more
Wow investing is racks for ai now??? Really scraping the bottom of the barrel.
Outsourcing American jobs to India is not AI
Lmao
I hate that...we need to stop that crap
Jerry brown is a joke. His comments on Accenture’s capex light bottom line etc are completely wrong. It is people heavy business. Their net margin is only ~10%