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The New Coffee Room

  1. TNCR
  2. General Discussion
  3. AI Market Share

AI Market Share

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  • jon-nycJ Offline
    jon-nycJ Offline
    jon-nyc
    wrote last edited by
    #10

    You probably had a few shitty ones.

    Person. Woman. Man. Camera. TV.

    1 Reply Last reply
    • jon-nycJ Offline
      jon-nycJ Offline
      jon-nyc
      wrote last edited by
      #11

      If the EU built Claude.

      IMG_2297.jpeg

      Person. Woman. Man. Camera. TV.

      Doctor PhibesD 1 Reply Last reply
      • jon-nycJ jon-nyc

        If the EU built Claude.

        IMG_2297.jpeg

        Doctor PhibesD Offline
        Doctor PhibesD Offline
        Doctor Phibes
        wrote last edited by Doctor Phibes
        #12

        @jon-nyc said:

        If the EU built Claude.

        IMG_2297.jpeg

        It's arguable that this would be better for mankind in the long term. It's the Sir Humphrey Appleby approach to implementing something you don't like.

        I was only joking

        1 Reply Last reply
        • Tom-KT Offline
          Tom-KT Offline
          Tom-K
          wrote last edited by
          #13

          My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

          Ego similis habere bonum et non curat nunquam accipere malum.

          HoraceH 1 Reply Last reply
          • jon-nycJ Offline
            jon-nycJ Offline
            jon-nyc
            wrote last edited by
            #14

            I would invite people to take another look at that graphic. The jokes don’t stop. Like the tag line - Souveraineté, Conformité, Hésitation.

            Person. Woman. Man. Camera. TV.

            1 Reply Last reply
            • Tom-KT Tom-K

              My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

              HoraceH Offline
              HoraceH Offline
              Horace
              wrote last edited by
              #15

              @Tom-K said:

              My advice on AI stocks (and who the hell am I?) leave it alone for 4-5 years and then buy the winners culled out from the herd. They will grow. I think.

              Presuming that would have been your advice for the past couple years, it is demonstrably bad. Though past results are no guarantee of future results and all that.

              Education is extremely important.

              1 Reply Last reply
              • jon-nycJ Offline
                jon-nycJ Offline
                jon-nyc
                wrote last edited by jon-nyc
                #16

                You’d be getting a lot of AI exposure by just owning the S&P. Mag7 (admittedly more than just AI) made up about a third of its market cap.

                Person. Woman. Man. Camera. TV.

                1 Reply Last reply
                • HoraceH Offline
                  HoraceH Offline
                  Horace
                  wrote last edited by Horace
                  #17

                  More exposure still with QQQ and more exposure still with individual stock picks.

                  Education is extremely important.

                  1 Reply Last reply
                  • jon-nycJ Offline
                    jon-nycJ Offline
                    jon-nyc
                    wrote last edited by
                    #18

                    Yeah, Qs are like half mag7

                    Person. Woman. Man. Camera. TV.

                    1 Reply Last reply
                    • HoraceH Offline
                      HoraceH Offline
                      Horace
                      wrote last edited by Horace
                      #19

                      Contrary to what Buffet would have us believe, an obvious and even banal tech-heavy portfolio has resoundingly beat the market for a very long time now.

                      And the best investment of Buffet's career was his investment in the biggest tech name of the day, AAPL. Which he sold too soon, leaving about 75 billion of profits on the table, relative to today's price. He still has a quarter of his original investment though.

                      Education is extremely important.

                      1 Reply Last reply
                      • jon-nycJ Offline
                        jon-nycJ Offline
                        jon-nyc
                        wrote last edited by
                        #20

                        Person. Woman. Man. Camera. TV.

                        1 Reply Last reply
                        • HoraceH Offline
                          HoraceH Offline
                          Horace
                          wrote last edited by
                          #21

                          Tons of doubles, triples, and more in mainstream tech names over the past couple years. Even google has doubled over the past year. Granted, that starting point was after the tariff crash. Micron, which I've mentioned here, has 10x since the tariff crash.

                          Education is extremely important.

                          1 Reply Last reply
                          • taiwan_girlT Offline
                            taiwan_girlT Offline
                            taiwan_girl
                            wrote last edited by
                            #22

                            Rigetti and D-Wave up 15x over the past 2.5 years. Unfortunately, I only bought like USD$100 of each. LOL. 😩

                            1 Reply Last reply

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