Today I had the pleasure of speaking with Trading Places Research. He is a fellow SA contributor and the author behind the Long View Capital Investing Group.
He is an expert when it comes to AI technology, and today we dived into the technical aspects of AI and GPUs, why NVDA is in such a great position right now, who its main competitors are, how to profit from AI, the macro outlook, banks, infrastructure investing and so much more.
Follow him on SA: https://seekingalpha.com/author/trading-places-research
Follow me on SA: https://seekingalpha.com/author/james-foord
And don't forget to like and subscribe!
02:00 How did we get here? The History of AI
09:10 Why NVDA has a MOAT
10:25 Watch out, NVDA, AI accelerators are coming
19:00 Taiwan and supply issues
23:20: Is there an opportunity for Intel here?
27:55 Can Google catch up?
35:00 The Gartner Hype cycle
38:45 The Dangers of AI
52:00 Debt Ceiling and macro outlook
54:50 Opportunities in BDCs
01:03:30 Infrastrucutre and Granite Construction (GVA)
01:07:45 The not-so-banking crisis
01:14:02 Outlook for Energy in the Wake of AI
