Mad Money w/ Jim Cramer Special Report: Tech Earnings, Venture Debt & Hollywood on Strike 7/14/23
Jul 15, 2023
AI Snips
Chapters
Transcript
Episode notes
Nvidia Overvaluation
- Cathie Wood sold Nvidia at a high price due to perceived overvaluation and inventory concerns.
- She invested in companies like Tesla and Twilio, believing their proprietary data makes them better AI plays.
Twilio's AI Advantage
- Twilio's access to proprietary data on business-to-consumer communications positions it as a key player in the AI space.
- This data allows targeted advertising and offers a significant advantage over competitors.
Shortage Skepticism
- Be cautious of "shortages" in any market, as they can lead to inflated demand and double ordering.
- This can create an artificial bubble that eventually bursts, as seen during the COVID pandemic.