

Inside the AI Gold Rush: Where to Invest
6 snips Nov 28, 2024
Ram Ahluwalia, co-founder and CEO of Lumida Wealth, shares expert insights on the evolving landscape of AI investments. He discusses major players like Nvidia, emphasizing the importance of adapting to technological shifts. Ram highlights the resurgence of nuclear energy and its investment potential, alongside macroeconomic trends like the Fed's interest rate strategies. He also navigates the nuances between growth and value stocks, equipping listeners with the intelligence needed for smart decisions in an era defined by AI and economic volatility.
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AI Investment Strategy
- Invest in the "picks and shovels" of AI, like NVIDIA.
- Avoid companies spending heavily on AI infrastructure if they're lagging.
NVIDIA and the Supply Chain
- NVIDIA's high valuation is justified by its dominant position and future growth.
- Follow the supply chain to find other investment opportunities related to AI.
Long-Term Investment Themes
- Companies that adapt to AI will thrive, while others will decline.
- Focus on sectors like land, travel, leisure, aging, longevity, and regulated industries like finance.