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ARM as an AI Stock - ARM's Chip Design Dominance, Google's Latest Flop, and Crypto's Big Win

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Manage episode 420825059 series 3566434
内容由Investing in Intelligence提供。所有播客内容(包括剧集、图形和播客描述)均由 Investing in Intelligence 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares.
We also discuss Google's (GOOG) latest AI flop with their AI search results gone wild and the big win for the cryptocurrency space as the democratic party veers increasingly crypto-tolerant.
AI Stocks Discussed: ARM, Google (GOOG or GOOGL), Apple (AAPL)
For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.ai
Watch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI

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34集单集

Artwork
icon分享
 
Manage episode 420825059 series 3566434
内容由Investing in Intelligence提供。所有播客内容(包括剧集、图形和播客描述)均由 Investing in Intelligence 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Is ARM ($ARM) the right AI investment for you? We discuss ARM's dominance in the chip design space and whether you should buy ARM stock as an AI investment. ARM's risks include its exposure to China, its high PE ratio (overvalued), and the extremely low float, with SoftBank still holding 90% of ARM shares.
We also discuss Google's (GOOG) latest AI flop with their AI search results gone wild and the big win for the cryptocurrency space as the democratic party veers increasingly crypto-tolerant.
AI Stocks Discussed: ARM, Google (GOOG or GOOGL), Apple (AAPL)
For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.ai
Watch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI

  continue reading

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