It seems hard to buy AI companies at the moment. The only way is to buy tech giants like Microsoft, Google, nVidea which are already valuad very highly—seems like’s it’s somewhat priced in. It’s also not clear to me that most of the value of AI will accrue to them. I’m confused about this though.
It would seem one would want to buy Nasdaq rather than SPX? On the other hand, maybe most tech companies will be wiped out by AI—it’s the world of atoms that would gain relative value.
It’s also not clear to me that most of the value of AI will accrue to them. I’m confused about this though.
I’m also uncertain, and its another reason for going long a broad index instead. I would go even broader than S&P 500 if I could, but nothing else has option chains going out to 2029.
It seems hard to buy AI companies at the moment. The only way is to buy tech giants like Microsoft, Google, nVidea which are already valuad very highly—seems like’s it’s somewhat priced in. It’s also not clear to me that most of the value of AI will accrue to them. I’m confused about this though.
It would seem one would want to buy Nasdaq rather than SPX? On the other hand, maybe most tech companies will be wiped out by AI—it’s the world of atoms that would gain relative value.
I’m also uncertain, and its another reason for going long a broad index instead. I would go even broader than S&P 500 if I could, but nothing else has option chains going out to 2029.