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So if you are bought in on AI demand over the next ~3 years, what companies are you buying stock in?
by thats_delicious 3y ago
So if you are bought in on AI demand over the next ~3 years, what companies are you buying stock in?
- stephencoyner 3y agoMeta, Google, Palantir, Microsoft
- jgalt212 3y agoPalantir's PE is 253. https://finance.yahoo.com/quote/PLTR?.tsrc=fin-srch https://finance.yahoo.com/quote/PLTR?.tsrc=fin-srch
- stephencoyner 3y agoThat’s admittedly high, but their growth is also very high (the commercial business grew 36% last year and they expect 40% this year) which makes the stock attractive. The gov business is growing slower, but the wins come in waves and those contacts are incredibly sticky
- jgalt212 3y agoThey sold the world on being a big data company, when the market soured on that, they sold the world on being an AI company. I, for one look forward to what the future brings.
- stephencoyner 3y agoDon’t you think those two things compliment each other? Whether they’re chasing clout or are just executing well based on the latest technology is up for debate, but I think they’re onto something big
- solardev 3y agoCampbell's and Franz? The only things left the rest of us can afford to eat.
- a_bonobo 3y agoAMD GPUs are being rolled out to HPC, the interface is a far cry from CUDA but open source. It would be a risky bet, like being non-bitcoins after seeing bitcoin's price balloon.