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20min chapter
Ram Ahluwalia on Investing in the Era of AI, The Fed & The Economy
Wealthion - Be Financially Resilient
Navigating the AI Investment Landscape
This chapter explores investment opportunities within the AI supply chain, focusing on crucial players like NVIDIA and the growing demand for GPUs. It also addresses energy challenges for data centers, including the role of nuclear energy as a potential solution, and highlights the intricate dynamics of the Chinese economy in relation to investment strategies. Furthermore, it emphasizes the need for critical stock selection in an evolving market influenced by AI technology and investor psychology.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode