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#openai announced GPT-4o, their latest model behind #chatgpt just one day before #google I/O where Google ( GOOG Stock ) announced Gemini 1.5 Pro, Gemini 1.5 Flash, AI Overviews, and a lot more changes to Google Search and Google Workspace. But while everyone is focused on the AI war between Google, OpenAI plus Microsoft ( MSFT Stock ), and Meta Platforms ( META stock ), I think investors should focus on what they have in common: the AI chips that power them. Here's my full list of the best stocks to buy now without getting lucky! hint: they all help #nvidia ( #nvda stock ) make their AI accelerators :)
» Top Stocks for 2024: [ Ссылка ]
» Get My Stocks & Price Targets: [ Ссылка ]
» Nvidia's HUGE CuLitho Breakthrough (Bigger Than ChatGPT): [ Ссылка ]
» My TSMC & ASML coverage from mid-2023: [ Ссылка ]
» Main Street Data (Best Financial Charts): [ Ссылка ]
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: [ Ссылка ]
» Podcast: [ Ссылка ]
» Twitter: [ Ссылка ]
» Patreon: [ Ссылка ]
Timestamps for this episode:
00:00 OpenAI GPT-4o vs Google Gemini
03:09 MU Stock - Micron Technology
06:57 AMAT Stock - Applied Materials
11:14 TSM Stock - Taiwan Semiconductor
14:22 ASML Stock - ASML
Resources & References:
» Nvidia GPU Advances: [ Ссылка ]
» Nvidia AI Advances: [ Ссылка ]
» OpenAI Dev Day: [ Ссылка ]
» Google AI War: [ Ссылка ]
🙏 Thanks for watching!
Disclosures:
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