What AI Stocks do you like?

[James Mpls]

TSLA for equities based on their AI and robotics focus. Bittensor / TAO for crypto. So much development going on in Bittensor / TAO. 21M max supply. 64 different subnets and growing. Decentralizing AI is something I can really get behind. No other project that I am more bullish on long term. Reminds me of discovering Ethereum at the beginning of 2017. BTC, TAO, LINK, ETH and SOL and chill…

https://twitter.com/x/status/1882917161540436218

https://twitter.com/x/status/1867675783679840413

 

[Charles West]

I peeked at my iShares account. I was wrong about the 37% gain, as the $40K initial investment has turned into $60K. I'm getting into Lightning rebuild territory.

 

[Bobby Bucks]

TSLA for equities based on their AI and robotics focus. Bittensor / TAO for crypto. So much development going on in Bittensor / TAO. 21M max supply. 64 different subnets and growing. Decentralizing AI is something I can really get behind. No other project that I am more bullish on long term. Reminds me of discovering Ethereum at the beginning of 2017. BTC, TAO, LINK, ETH and SOL and chill…

https://twitter.com/x/status/1882917161540436218

https://twitter.com/x/status/1867675783679840413

I haven't bought any Bittensor yet, I looked at it, but went with NEAR and Render, I think all their market caps are similar. The 21 million max supply is interesting. I can't buy it in my iTrust IRA, for some reason they don't have Bittensor available, but they have silly meme coins. I'm going to write and ask why. Since all the ETFs became available I'm pretty much only buying crypto in my IRA. Waiting patiently for the Bitcoin strategic reserve to become law of the land.,

 

[Digger88]

https://twitter.com/x/status/1883324224707670048

 

[Terrel L. Shields]

Sony, Canon, Nikon, Panasonic, and Axis Communications are all integrating AI technology into their camera technology. So, perhaps some end users will benefit from such. I'd bet on Sony and Canon benefiting from AI most. Panasonic is very well positioned too. Nikon is focused too narrowly for me to be attracted to them. High end cameras are fading as cell phones improve but non-consumer items may be a game changer with enhanced security cameras etc.

Axis Communications is an independent subsidiary of Canon based in Sweden and is in the surveillant sciences. Canon and Sony make most of the sensors in use in most cameras.

 

[Charles West]

China's low cost AI product is scaring US investors this morning, Nasdaq is down 800 points on challenge to the domestic business model, bond yields crashing on fear. Ugly morning.

 

[gregb]

https://www.telegraph.co.uk/busines...AI-artificial-intelligence-tech-stock-nvidia/

 

[The Bob]

Supposedly this Deepseek AI can run on a laptop, so the need for cloud based platforms may not be that great, hence less need for the infrastructure that supports the data centers. Sold VPU we've had for a while, bought ANET and added to DELL. Also bought some FELG.

 

[Joe Flacco]

This is the beginning of a 60% drawdown for NVDA.

 

[Charles West]

This seems like a healthy sign to me, maybe even overreacting to a degree. The VIX is indicating something.