Episode 105: Stocks We’re Buying and Selling March 2024 -- and Tech and Big Media Challenges Humanity With AI

In this episode of Chip Stock Investor, we discuss our portfolio updates in the last quarter, including a full review of stocks we sold and what we bought to replace those sales. But to start, we share our thoughts on books we've read in the last year, and their relevance to investing in the "AI era." Those books may not be what you think. Instead of investing books, we instead prefer to read about how the world operates and how things work. In particular, The Creative Act: A Way of Being by Rick Rubin was a favorite from 2023, and has far-reaching implications as generative AI and data commoditization (especially in the media industry) challenge what it means to be a human being. We also discuss shifts towards the potential of new media platforms and digital content distribution, emphasizing content creator partnerships over traditional media models. 00:00 Introduction 01:08 Investment Books and Personal Reading Habits 03:05 Discussion on the Creative Act and the Digital Economy 04:13 The Impact of Technology on Traditional Media Companies 06:10 Investment Strategies and Portfolio Updates 08:38 Current Reading List 11:50 Stocks Sold, Held, and Bought: Portfolio Moves 21:25 Final Thoughts 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Find this episode and more on Spotify Podcasts: https://open.spotify.com/show/4QSHBYlMjTwwy1qK2mlM1F You can also find us on Apple and Google Podcasts! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #rickrubin #ai #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of lots of cos mentioned in the video!