Market MakeHer Podcast

37. Finding AI Stock Investing Ideas with Jacey Saige

May 24, 2024
Guest
Jacey Saige
Jacey Saige, a Gen Z financial literacy advocate and TikTok content creator, dives into the buzzing topic of AI investing. She highlights the critical role AI plays in the stock market, especially with tech giants like NVIDIA leading the charge. Jacey explains 'grid pressure' as a new challenge due to skyrocketing AI power demands. They explore how to evaluate AI investment opportunities and the potential for energy solutions like nuclear power. Finally, Jacey contrasts the current AI boom with the dot-com era, offering insights for savvy investors.
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INSIGHT

What It Takes To Build AI

  • Building AI requires big chips, huge data, and infrastructure from major tech firms.
  • Identifying which companies supply those needs reveals who benefits most from AI spending.
ADVICE

Use Earnings Calls To Track Cash Flow

  • Listen to company earnings calls to see where corporate cash is being spent.
  • Track recipients of that spending because they often benefit stock-price-wise.
ADVICE

Decide Your AI Investment Horizon

  • Decide your time horizon before buying AI-related stocks and align it with your thesis.
  • Treat many AI investments as long-term plays unless your research says otherwise.
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