What is AI’s Actual Investment Value?

Less than a week from voting day, we’ll analyze the tight race and the historical context of market performance/reactions. We’ll also talk about the evolving role of AI in corporate America and how we can place value on it from an investment perspective. We’ll finish with a conversation on market seasonality and historical trends during election years.

Key Takeaways

• [00:17] - New earnings/jobs report + the markets being agnostic to politics
• [05:13] - Super Micro Computer's stock volatility/reporting
• [08:33] - Is AI following the broadband playbook?
• [11:56] - What is the future of AI’s actual value?
• [18:03] - The IPO window is still effectively closed
• [21:02] - Market seasonality

View Transcript

Links

• Polymarket 2024 Betting Markets / Election Forecast
• More than 25% of all new code at Google is now generated by AI
• AI’s $600B Question
• What does Upstart do? - video
• Detrick: Seven Reasons This Bull Market Is Alive and Well

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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• lagniappe.stokesfamilyoffice.com

Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.