AI stocks 
the AI wave while the wave is here.
Disclosure: Own NVDA PLTR.
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Who makes power supply chips for these AI machines? That is going to be a huge market.
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Just this one deal in SF last week is more than Austin got for a whole year.
Anthropic raised $450M. The AI company recently received a $450 million Series C round led by Spark Capital. Anthropic, which is now valued at more than $4 billion, has developed a tool that competes with ChatGPT. Anthropic’s latest funding follows a $300 million round raised in March. The AI company is also actively hiring for more than 20 roles across various departments. [Axios]
He did that for AAPL too. No wonder he is still can’t retire. Selling for valuation sake or worse, just to defend his name sake, is foolish.
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TSLA PATH TWLO TDOC
AI has given Palantir its mystique back
AIP
This week, Palantir made its new AI platform widely available. The tool can generate conversational responses using the sort of large language models, or LLMs, that power chatbots like ChatGPT. Because it is grounded in customers’ specific data, it should avoid hallucinations — the false answers that plague other chatbots.
Its software combs through data, aggregates information, finds patterns and presents them in ways that are intended to be useful and easy to understand.
How good is regenerative AI in picking stocks?
Asians are crazy about chatGPT.
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Investing in AI stocks 
AI, BBAI, SOUN, NRDY
Sold AI, SOUN, NRDY
Sound a bit like trading, not investing (hold for at least one year)
Bought TSLA… shot up recently after social media hyped it as an AI stock
PLTR 
U , MTTR, may be DIS
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Pundits claim that secular bull market last 18-20 years. Starting from 2013, would be 2031-2033, about 8-10 years 
from now.
Not sure why pundits list out AI stocks, almost every companies are jumping into AI. FANGMANT definitely would appreciate significantly during this new secular bull market. However, there should be selected mid-cap or even small/ micro cap that can give 100x 
Btw, I don’t follow small/micro cap.
