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The 4 Core AI Stocks Every Investor Should Own
AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice.
Chapters:
0:00 Intro
0:35 Did the AI trade become complicated?
0:49 Why Hatem believes you should own the 4 core AI stocks.
1:30 How Hatem picked the 4 core AI stocks.
5:40 Core AI stock 1 - Nvidia (NVDA)
7:53 Core AI stock 2 - Micron Technology (MU)
9:40 Core AI stock 3 - Amphenol (APH)
10:48 Core AI stock 4 - GE Vernova (GEV)
12:31 Bonus pick - Netflix (NFLX)
Our thanks to Hatem Dhiab for joining us on Ticker Take!
Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#stocks #investing #ai
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Jon ErlichmanAI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice.
Chapters:
0:00 Intro
0:35 Did the AI trade become complicated?
0:49 Why Hatem believes you should own the 4 core AI stocks.
1:30 How Hatem picked the 4 core AI stocks.
5:40 Core AI stock 1 - Nvidia (NVDA)
7:53 Core AI stock 2 - Micron Technology (MU)
9:40 Core AI stock 3 - Amphenol (APH)
10:48 Core AI stock 4 - GE Vernova (GEV)
12:31 Bonus pick - Netflix (NFLX)
Our thanks to Hatem Dhiab for joining us on Ticker Take!
Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#stocks #investing #ai
Learn more about your ad choices. Visit megaphone.fm/adchoices