Today we're talking about investing in AI! The world of AI is vast way beyond Nvidia, so I wanted to cover AI companies that may be worth adding to a watchlist!
0:00 – 0:35 Investing in AI
0:36 – 1:28 Cloud providers: Highly correlated to Nvidia
1:29 – 3:45 AI Design Companies
3:46 – 4:05 % of companies mentioning 'AI' on calls
4:06 – 5:57 % of companies mentioning 'AI' on calls BY SECTOR
5:58 – 6:28 AI Fabless Designers
6:29 – 7:28 Deeper look at Broadcom (AVGO)
7:45 – 8:22 Deeper look at Marvell
8:23 – 9:25 AI Manufacturing equipment stocks
9:26 – 9:48 AI Investing Overview
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