Interesting "subject" story from Stock*ead today.
https://unauthorised investment advice/experts/free-whelan-if-you-believe-in-the-ai-thing-long-term-then-this-is-the-etf-for-youEarnings. We have monstrous weeks ahead for earnings as AMD, MSFT, META, ARM, AMZN, APPL and a host of other tech names
.A great expression came out of the Commsec morning report – when it comes to these big names and their Artificial Intelligence gains the “tell me” phase is over and the “show me” phase is upon us.***
So true.Big question marks continue to appear over where the benefits of all this expenditure on AI is going to be found.
It’s hyperbole, but this summarises where we are in the adoption cycle.
You’ll see the lack of new trade ideas in this piece because I’m recommending the same as last week.Continue to hide in small caps until the coast is clear then push back in to the big end.
***That ALSO applies to Unith!!!
