One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions.
Tyler Crowe, Matt Frankel, and Travis Hoium discuss:
- Who’s part of the “AI 11”
- What’s better for investing in trends: single stocks or the basket approach?
- The frothy valuations among the AI 11
- ON Holdings, Under Armour, and Addidas earnings.
- What to watch in the athletic apparel industry
- Mailbag: What to make of DKNG and FLUT with the threat of prediction markets?
Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT
Host: Tyler Crowe
Guests: Matt Frankel, Travis Hoium
Engineer: Dan Boyd
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