Photo by Steve Johnson on Unsplash
 

Over a year since we started hearing about artificial intelligence and its developments, Chat GPT has been one of the most well-known apps. Many companies benefited greatly, Nvidia probably being the most pronounced one. What’s going on with the AI segment, and how did it change our lives as investors?
 

You’ll Learn

• The quality of AI apps like Chat GPT a year ago was not impressive. However, things have changed a lot in this matter, right?
• In healthcare, Google’s AI has now beaten humans in diagnostic accuracy. We see great potential in medical imaging, virtual health assistants, and robotic surgery. But are we there yet? Are facilities or companies using AI in their day-to-day?
• Generating short videos or images can help small businesses but also threaten some jobs. Do you share these concerns or think it’s a matter of adaptation? Many companies have integrated it well: Ycharts, Broadcom, and Finchat.io.
• AI-generated content is also raising concerns about disinformation, especially with upcoming elections. Does it have a tangible impact on us?
• How do you think AI influenced cloud computing costs and hardware shortages? I mention Thomson Reuters (TRI / TRI.TO) as an example.
• What other impacts does it have on technology businesses?
• Let’s examine some companies related to AI. Which ones were the big winners so far? NVDA, AVGO, MSFT, AMZN, IBM, KLAC, ASML, LRCX, WMT, KO, UNH, and EQIX are all stocks that benefited from the AI wave.
• What do you think of AI penny stocks?
• Which companies are best positioned to continue to benefit from artificial intelligence?
• To summarize, what’s the place of AI in a portfolio after a year?
• How did it change our lives as investors?

Audio Length: 00:32:25

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