What is AI’s Actual Investment Value?
Less than a week from voting day, we’ll analyze the tight race and the historical context of market performance/reactions. We’ll also talk about the evolving role of AI in corporate America and how we can place value on it from an investment perspective. We’ll finish with a conversation on market seasonality and historical trends during election years.
Key Takeaways
[00:17] - New earnings/jobs report + the markets being agnostic to politics [05:13] - Super Micro Computer's stock volatility/reporting [08:33] - Is AI following the broadband playbook? [11:56] - What is the future of AI’s actual value? [18:03] - The IPO window is still effectively closed [21:02] - Market seasonality
View Transcript
Links
Polymarket 2024 Betting Markets / Election Forecast More than 25% of all new code at Google is now generated by AI AI’s $600B Question What does Upstart do? - video Detrick: Seven Reasons This Bull Market Is Alive and Well
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Doug Stokes Greg Stokes Stokes Family Office
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