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anyone placing bets on AI. there are a few ETFs in the AI space on a tear and NVIDIA shares hitting new highs. Biggest risk is government intervention impacting growth and usability of AI . definitely a somewhat short term risky play but long term if you believe in AI playing a bigger part in day to day lives, might be a good pickup

Canadians check out RBOT and HBGD and NVIDIA CDR (US listed)
Americans check out ROBO and NVIDIA

disclaimer : I own quadrant 1 and 4, and will likely purchase NVIDIA shares or options
 

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anyone placing bets on AI. there are a few ETFs in the AI space on a tear and NVIDIA shares hitting new highs. Biggest risk is government intervention impacting growth and usability of AI . definitely a somewhat short term risky play but long term if you believe in AI playing a bigger part in day to day lives, might be a good pickup

Canadians check out RBOT and HBGD and NVIDIA CDR (US listed)
Americans check out ROBO and NVIDIA

disclaimer : I own quadrant 1 and 4, and will likely purchase NVIDIA shares or options

I dont like to speculate, but I bought a little bit of all the EtF's in AI to gain exposure. My buy signal was when there was all that commotion on capital hill and there is alot of chatter in my own industry that I am going to be replaced by AI by 2026. Im not comfortable buying single companies since i dont know much about the AI industry as a whole, and I want to see which companies succeed and which get weeded out. (think 1990 internet revolution). I'll wait til the dust settles, before I build large positions.

I have large positions in the following (that already have heavy exposure with AI) that i started in 12/22:

leveraged Nasdaq (TQQQ)
leveraged SPY (UPRO)_
leveraged semiconductors (SOXL)
Nividia
AMD
GOOGLE
Microsoft
amazon.
tesla

My investment strategy is still the same:

I use dividends from OIL/natural gas/morgages to buy up non paying dividend companies/sectors (mainly as a hedge), and then I hold forever. So best way to describe my investment strategy is a hybrid model of generating income through my investments and then using that income to diversify/hedge into other sectors to generate wealth (valuation). This strategy seems to work for me.

Buy cheap and stack it deep.
 
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I dont like to speculate, but I bought a little bit of all the EtF's in AI to gain exposure. My buy signal was when there was all that commotion on capital hill and there is alot of chatter in my own industry that I am going to be replaced by AI by 2026. Im not comfortable buying single companies since i dont know much about the AI industry as a whole, and I want to see which companies succeed and which get weeded out. (think 1990 internet revolution). I'll wait til the dust settles, before I build large positions.

I have large positions in the following (that already have heavy exposure with AI) that i started in 12/22:

leveraged Nasdaq (TQQQ)
leveraged SPY (UPRO)_
leveraged semiconductors (SOXL)
Nividia
AMD
GOOGLE
Microsoft
amazon.
tesla

My investment strategy is still the same:

I use dividends from OIL/natural gas/morgages to buy up non paying dividend companies/sectors (mainly as a hedge), and then I hold forever. So best way to describe my investment strategy is a hybrid model of generating income through my investments and then using that income to diversify/hedge into other sectors to generate wealth (valuation). This strategy seems to work for me.

Buy cheap and stack it deep.

that's a nice hold. very nice. I think with AI there will be a few industry leaders, but AI is a huge opportunity and there will be different companies specializing in different aspects of it. remember when the internet first launched - remember alta vista search engine? probably not, BUT, they were the #1 search engine initially and was bought by yahoo. all the tech companies will get a piece of the AI boom but like you, all my AI investments are with ETFs right now, so broad exposure.

I'm a huge value strategy supporter. value stocks don't get enough love, everyone wants the growth stocks. but value stocks will be there in a recession, they'll keep paying dividends, produce strong cash flows and will appreciate steadily. I have a similar dividend section of my portfolio but only through ETFs and reinvest dividends into more value stocks
 
any canadians looking for some attractively priced safer funds check out utilities ETFs. they have been crushed in the past year mainly from higher interest rates and overall shift into more growth equities as the economy boomed

US data coming out suggests US will miss a recession but Canada still TBD. seeing some shifts into utilities/healthcare as a safety which generally perform well in downtowns + earn a decent dividend yield

S&P TSX utilities index just hit 3 year low earlier in september
 
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