Which AI stocks could be the biggest winners? And which ones might end up being losers? We asked expert investor Dan Rohinton of iA Global Asset Management. He discussed his stock picks within the AI economy -- the hyper-scalers, the semis, and the data pipes! Plus, he shared his view on whether you should invest in private companies like OpenAI if they go public. As always, this is not financial advice.
Chapters:
0:00 Intro
0:18 Why we're making this video!
0:44 Dan Rohinton explains stock groups in AI economy.
2:24 What must AI investors think about?
3:24 Stock group 1 - hyper-scalers (Amazon, Microsoft, Alphabet)
4:56 Stock pick (hyper-scalers) -- Amazon (AMZN)
6:07 Stock loser in hyper-scaler group?
7:31 Stock group 2 - semis (Nvidia, AMD, Broadcom, Taiwan Semi)
8:23 Stock picks (semis) - Taiwan Semi (TSM), Nvidia (NVDA)
9:06 Stock loser in semis group?
10:22 Stock group 3 - data pipes (Relx, S&P Global, FactSet, London Stock Exchange Grp)
11:42 Stock pick (data pipes) - London Stock Exchange Grp (LSEG), Relx (RELX)
12:48 Stock loser in data pipes group?
13:17 Group 4 -- private AI companies (OpenAI, xAI, Anthropic)
14:26 Should you invest in private AI companies if they go public?
Our thanks to Dan Rohinton! Learn about Dan here: https://iagam.ca/team/dan-rohinton
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
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I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
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