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Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas.
Tickers discussed:
Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TO
Hyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOU
Pure-play AI software/models: PLTR, SOUN, ZXLK.TO
Enterprise software with AI: ADBE, CRM, ORCL, SAP, NOW
Data-center REITs: EQIX, DLR
Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
5
6464 ratings
Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas.
Tickers discussed:
Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TO
Hyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOU
Pure-play AI software/models: PLTR, SOUN, ZXLK.TO
Enterprise software with AI: ADBE, CRM, ORCL, SAP, NOW
Data-center REITs: EQIX, DLR
Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
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