After Nvidia jumped 24% yesterday after earnings, it's YTD is now a whopping +160% which makes me wondering if the AI trade has (alot) more upside or is everyting priced in by now.
Which companies related to AI and innovation do you see having the most upside, maybe because investors haven't picked up on them?
And do you also see the ones that already saw a massive run-up in their stock price like Nivdia, other chip manufacturers, Meta, MSFT even go higher and why so what drivers do you see for thoses, or is it smarter to stay away from those for now and wait till they get a pullback to buy them?
Submitted May 26, 2023 at 03:26AM by ThinkBigger01 https://ift.tt/2yJxroY
