The AI Portfolio: 40% Growth YoY, Review And Adjustments | Seeking Alpha

“The last section of this article (about 35 pages) presented a portfolio of 13 companies (12 public ones) that may be construed as the world leaders in AI and associated industries.

  • Alphabet (GOOG) (NASDAQ:GOOGL) (leadership in AI software)
  • Amazon (AMZN) (leadership in AI software)
  • Disney (DIS) (leadership in entertainment and original content)
  • IBM (IBM) (leadership in AI software)
  • Microsoft (MSFT) (leadership in AI software)
  • MongoDB (MDB) (leadership in database management)
  • Netflix (NFLX) (leadership in entertainment and original content)
  • NVIDIA (NVDA) (leadership in AI hardware)
  • Oracle (ORCL) (leadership in database management and data storage)
  • Palo Alto Networks (PANW) (leadership in cyber security)
  • Tesla (TSLA) (leadership in AI hardware)”

https://www.google.com/amp/s/seekingalpha.com/amp/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments

Here are one bank’s 10 ‘outrageous’ predictions that could shake markets in 2020

“1. Chipmaker stocks collapse in ‘AI Winter’

According to Saxo Bank, the microchips powering the artificial intelligence revolution could start to yield diminishing returns in 2020.

“As reality sets in on the limitations of AI the SOX Index collapses 50% with deteriorating earnings growth as investments freeze in a new AI winter,” the firm wrote.

Chipmakers’ growth in recent years has come from investments in everything from AI to cryptocurrency. But those gains could sputter in 2020 as actual results fail to meet investor’s expectations, the bank added.”

https://markets.businessinsider.com/news/stocks/10-outrageous-market-predictions-for-2020-outlook-from-saxo-bank-2019-12-1028738004#1-chipmaker-stocks-collapse-in-ai-winter-1

Could NVIDIA Be a Millionaire Maker Stock?

  • “The stock has been on a roller coaster this year. The trade war spooked investors several times and growth in artificial intelligence (AI) and machine-learning were responsible for spikes in the stock price on other occasions.
  • At 28.7 times forward earnings and 12.7 sales, shares might seem price relative to other technology companies.
  • After being crushed by the cryptocurrency crash, the stock has rebounded nicely, rising 45% in 2019.”

https://www.google.com/amp/s/www.fool.com/amp/investing/2019/11/17/could-nvidia-be-a-millionaire-maker-stock.aspx

Nvidia CEO: AI is the single most powerful force of our time

“During a conference call with analysts, Huang said that artificial intelligence is the “single most powerful force of our time” and that there are more than 4,000 AI startups working with Nvidia. That compares to 2,000 AI startups in April 2017. And in an interview with VentureBeat, Huang said that actual number of AI startups that Nvidia is tracking is closer to 4,500.”

https://www.google.com/amp/s/venturebeat.com/2019/08/15/nvidia-ceo-ai-is-the-single-most-powerful-force-of-our-time/amp/