Market MakeHer Podcast

21. Investing in AI | Building the Investment Thesis

Dec 5, 2023
Dive into the world of AI investment where it's all about understanding technology and market potential. Discover why some AI stocks are outperforming expectations, and learn the pitfalls of relying on stock-picking tools. Unpack the differences between the dot-com bubble and today's AI boom, focusing on revenue clarity. Explore who the key players are, from NVIDIA to early adopters like Shopify. Get insights on both B2B and B2C adoption rates, and why this matters for your portfolio.
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INSIGHT

AI As The Next Infrastructure Leap

  • AI follows connectivity, mobility, and cloud as a natural infrastructure evolution that enabled massive productivity gains.
  • Jess Inskip argues this makes AI more like the iPhone moment than a dot-com bubble, with clear revenue paths for many firms.
INSIGHT

Earnings Uncertainty Cuts Both Ways

  • Analysts are underestimating future earnings, causing frequent and large earnings beats in AI-related stocks.
  • Jess Inskip says this valuation problem is preferable because it reflects unknown earnings potential rather than lack of profitability.
ADVICE

Invest, Don't Trade; Do The Homework

  • When investing in AI, focus on "invest" not "trade" and do your homework on revenue exposure and adoption timelines.
  • Jessie DeNuit and Jess Inskip advise separating B2B from B2C exposure to form a clearer investment thesis.
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