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As AI evolves, which stocks make sense? Kirk Spano with Ramy Taraboulsi
Jun 12, 2023
16:21
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Episode notes
1
Introduction
00:00 • 3min
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2
The Future of AI
03:09 • 3min
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3
The Future of AI
05:55 • 4min
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4
The Rise of GPU Processing Companies
10:16 • 2min
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5
Intel's Neuromorphic Computing Challenge
12:09 • 2min
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6
The Importance of RAM in AI
14:32 • 2min
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Margin of Safety Investing's
Kirk Spano talks to
Ramy Taraboulsi
about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).
This is an abridged version of our past conversation,
AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.
View this episode's transcript on
Seeking Alpha
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Margin of Safety Investing
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Ramy Taraboulsi, CFA