Artificial Intelligence Bubble Has Only Just Begun, Says Citrini7, World's Hottest A.I. Stockpicker
发布时间 2023-06-07 19:45:00 来源
摘要
Today Jack is joined by an anonymous trader known only by their Twitter handle @Citrini7, who has the absolute “hottest hand” when it comes to picking Artificial Intelligence (AI) stocks. Citrini is very optimistic about the boost that the adoption of AI will provide to semiconductor companies, data service providers, and optical fiber companies, and he describes in depth some of the stocks from his AI basket he thinks are most poised to benefit, which in aggregate are up ~50% this year.
Quoting George Soros’ saying that, “when I see a bubble, I rush in to buy it,” Citrini thinks AI might prove to be a bubble, but that if it is a bubble, it is in the early stages. Filmed on June 2, 2023.
Follow Citrini7 on Twitter https://twitter.com/Citrini7
Citrini Substack https://citrini.substack.com/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
____
Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
____
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw
Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
____
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Timestamps:
00:00 Intro
03:51 Is Artificial Intelligence (AI) Already A Bubble?
28:21 The Lipstick Effect
32:50 How Can These Rich Valuations Be Justified?
41:57 Permissionless
42:34 The Losers of The Rise of Artificial Intelligence
50:43 Blockworks Research
GPT-4正在为你翻译摘要中......
