

Why Intel Isn’t a Buy, the AI Funding Bubble, and Market Timing Tips...
In this Market Mondays clip, Troy Millings, Rashad Bilal, and Ian Dunlap break down some of the hottest topics in investing and finance! The trio starts by analyzing whether now is the right time to buy Intel stock, especially given recent government investments. Ian and Troy both agree that even with this financial boost, Intel is too far behind in innovation—especially in GPUs and CPUs—to consider as a long-term investment. Troy points out that despite the government throwing billions at Intel, the uphill race to catch up is just too steep at this point.
The conversation then shifts to an MIT report stating that 95% of artificial intelligence investments are currently unprofitable. What does this mean for the future of AI? Ian calls it a sign that the AI funding bubble is nearing its end—companies with no revenue turning down billion-dollar offers is a clear red flag. He explains why, much like every tech revolution, only a few category leaders will survive, while the rest will struggle to be profitable.
Troy offers insight into which specific AI sectors are currently thriving. According to recent statistics, AI is succeeding in areas like customer service automation, back-office operations, and healthcare innovations (especially medical imaging, drug discovery, and clinical trial optimization). The lesson: Focus on these niches for the best short-term gains, rather than chasing after grand-scale, “next big thing” plays that demand enormous capital and time.
The hosts also respond to a viewer question about timing the market: Should you wait for the typical September drop to invest? Ian reminds everyone that the market presents buying opportunities every month—even daily if you watch closely. September has historically seen pullbacks, but 2023 is shaping up to be an unconventional year. Always dollar-cost average, keep reserves, and focus on strong companies, instead of trying to perfectly time the lowest price.
Whether you’re curious about government intervention in tech, the real winners in AI, or smart strategies for timing your investments, this Market Mondays clip is packed with value and actionable insights.
Drop your questions and thoughts below—let’s keep the conversation going!
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