AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Michael Cembalest Takes Us to School
The Compound and Friends
The Reason Why Nvidia Should Get Re-Rated Higher
There aren't 30 pure plays on AI in the stock market. And it's very unlikely we're going to have an AI revolution that these companies don't find a way to make a lot of money. There are 32 or 33 stocks in the AI ETF. It's a chat symbol. The problem is George, I think we looked at this: A third of them don't have a PE because they have no E.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode