what's your Best AI stock recommendations?
Looking for some AI centric plays on the stock market... either directly or indirectly related to AI.
Software or Hardware
Already full up with Nvidia...
Damn it... and we just hit 800+
With that recommendation I am supposed to sell
Lisa Su is calling for a 400 billion total addressable market for accelerated computing in 2027.
Conservatively, assuming that NVidia gets 60 percent of that, their market share is currently 80 percent, you are talking about 240 billion dollars in revenue for NVidia in 2027, with 74 percent gross margins.
NVidia is not a sell, until it hits at least 3 trillion dollars in market cap.
GOOG
Google is in trouble.
It looks like it is going to be disrupted by AI.
The next BlockBuster Video.
It's stock looks like it is about to roll over and crash.
ChatBots provided by Open AI, Perplexity, Meta, I'd imagine Samsung, Apple, Huawei etc will have their own chatbots, are going to take share from Google search, which is where 80 percent of Googles profits come from.
Also search is about to become a lower margin business.
