Stagflation-Last week Jerome Powell said he sees neither a chance of stagnation nor inflation. Charles Payne asked me about why I call this the new “transitory.” I begin with Shakespeare- “…Doth protest too much.”

These AI stocks cover voice, logistics, and videos, and all of them are trading at a decent discount to their real value.

The bubble in artificial intelligence stocks - the 20 that have appreciated by more than 80% in the past 12 months -  continues. So far they are already up 32.9% YTD.

The 20 large cap artificial intelligence stocks highlighted in this article are still in bubble mode - up more than double the 91 constituents in the AIQ Global X Artificial Intelligence & Technology ETFs.

There are 17 large cap AI stocks that rose in excess of 100% in 2023. For perspective, the 91 constituents in the AIQ Global X Artificial Intelligence & Technology ETF were only up 55.0%..