Big Take How to Invest in AI Right Now
12 snips
Dec 12, 2025 The conversation dives into the booming AI investment landscape and the anxiety surrounding its valuation. Experts discuss the critical role of energy in powering AI growth, highlighting infrastructure opportunities. Cathie Wood advocates for seizing transformative growth by buying into dips, while others warn of bubble signs in firms lacking solid revenue. The hosts explore real-world applications of AI, from agriculture to healthcare, emphasizing the importance of sustainable investments and lessons from the dot-com era.
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AI Is The Overarching Market Theme
- AI is the all-encompassing theme shaping markets and investor attention right now.
- Massive money flows create both opportunity and systemic risk if hyperscalers stumble.
Buy Dips, Don’t Chase Momentum
- Buy dips instead of chasing momentum to capture long-term AI gains, according to Cathie Wood.
- Focus on users growing now as a pathway to future revenue expansion.
Cathie Wood’s 1995 Internet Analogy
- Cathie Wood compares current AI user growth to the internet in 1995 as a stage of early consumer adoption.
- She cites Tesla and autonomous taxis as long-term, transformative bets in her portfolio.