Is There An AI Bubble? Ask This Instead, Plus 4 AI Stocks I Own

Apr. 14, 2024 5:00 PM ET, , , 39 Comments
Bradley Guichard
9.93K Followers

Summary

  • Predictions about transformative technologies often miss the mark (here are some crazy examples).
  • Artificial intelligence (AI) is carrying the market, and many ask if we are in another bubble.
  • Here's a better question and a basket of AI stocks I own - and why.
mini robot with empty note

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Do you remember in Back To The Future when Marty's dad got fired in 2015? It wasn't by text or email. It was by fax! The movie got a lot right, like drones and video conferencing, but it missed the two most transformative developments of

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9.93K Followers
If you are a medium to long-term investor looking for an analysis of equities focused on cash flow, growth, and other critical metrics from a financial professional who knows financial statements inside and out, consider giving me a follow.While I am Tech-focused, I have a diversified portfolio, including growth and value equities, REITs, and dividend stocks. I like to use options for income and risk management when the opportunity arises. I have over 15 years of experience in the market. I am a practicing CPA; however, I have learned about investing more from avid reading, market watching, experience, and of course, making mistakes over the years. Also, am an admitted Excel junkie. I believe Benjamin Franklin when he said: "An investment in knowledge pays the best returns," and Warren Buffet that "The most important quality for an investor is temperament, not intellect." I am constantly learning and focusing on long-term goals - even when the market misbehaves.  Thank you very much for reading, and please feel free to leave me a message in the comments or send a private message. All the best!

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, ARM, PLTR, PATH, MRVL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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ARM--
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PATH--
UiPath Inc.
PLTR--
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MRVL--
Marvell Technology, Inc.

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