What else benefits from AI boom? (GS's list)

With the broader market at record highs, tech stocks rocketing, and $NVDA over $Microsoft (MSFT)$. and $Microsoft (MSFT)$ and $Apple (AAPL)$. span> As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly.

$Goldman Sachs (GS)$ made a list of stocks that are artificial intelligence while Gain List of Stocks.

According to them, during the "revenue-enabled phase" of AI adoption trading, AI stocks have performed +8% relative to $S&P 500 (.SPX)$ have performed +8% relative to the broader market, or significantly better.

Meanwhile, another comparison was made between the stocks on this list and leader NVIDIA, which has a six-month return of 146% in the first phase of AI adoption and a forward P/E of 31x.

Among the stocks with a strong relationship with NVDA and a sensitivity of more than 4 are $Meta Platforms, Inc.(META)$ $MongoDB Inc.(MDB)$ $Intuit(INTU)$ $Nutanix Inc.(NTNX)$ $ServiceNow(NOW)$

Do you agree?

💰 Stocks to watch today?(2 July)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

VictoriaArthur
06-20
VictoriaArthur
Awesome analysis
WalterD
06-20
WalterD
Interesting

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":318496482701336,"tweetId":"318496482701336","gmtCreate":1718766638270,"gmtModify":1718847952125,"author":{"id":4102740236684050,"authorId":4102740236684050,"authorIdStr":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","vip":2,"userType":2,"introduction":"An investment Pro","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6423,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰 Stocks to watch today?(2 July)","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://static.tigerbbs.com/b96634902443d13f754e8dc14842d24d","width":"643","height":"925"}],"coverImages":[{"img":"https://static.tigerbbs.com/b96634902443d13f754e8dc14842d24d","width":"643","height":"925"}],"title":"What else benefits from AI boom? (GS's list)","html":"<html><head></head><body>With the broader market at record highs, tech stocks rocketing, and <a title=\"$NVDA \" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVDA </a>over <a title=\"$Microsoft (MSFT)$\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft (MSFT)$</a>. and <a title=\"$Microsoft (MSFT)$\" target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$Microsoft (MSFT)$</a> and <a title=\"$Apple (AAPL)$\" target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$Apple (AAPL)$</a>. span&gt; As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly.<a title=\"$Goldman Sachs (GS)$\" target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs (GS)$</a> made a list of stocks that are artificial intelligence while Gain List of Stocks.According to them, during the \"revenue-enabled phase\" of AI adoption trading, AI stocks have performed +8% relative to <a title=\"$S&amp;P 500 (.SPX)$\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500 (.SPX)$</a> have performed +8% relative to the broader market, or significantly better.Meanwhile, another comparison was made between the stocks on this list and leader NVIDIA, which has a six-month return of 146% in the first phase of AI adoption and a forward P/E of 31x.<img src=\"https://static.tigerbbs.com/b96634902443d13f754e8dc14842d24d\" tg-width=\"643\" tg-height=\"925\">Among the stocks with a strong relationship with NVDA and a sensitivity of more than 4 are <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MDB\" class=\"teditor-mention\" data-mention-name=\"MongoDB Inc.\" href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$</a> <a data-mention-id=\"INTU\" class=\"teditor-mention\" data-mention-name=\"Intuit\" href=\"https://ttm.financial/S/INTU\">$Intuit(INTU)$</a> <a data-mention-id=\"NTNX\" class=\"teditor-mention\" data-mention-name=\"Nutanix Inc.\" href=\"https://ttm.financial/S/NTNX\">$Nutanix Inc.(NTNX)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> Do you agree?</body></html>","htmlText":"<html><head></head><body>With the broader market at record highs, tech stocks rocketing, and <a title=\"$NVDA \" target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVDA </a>over <a title=\"$Microsoft (MSFT)$\" target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft (MSFT)$</a>. and <a title=\"$Microsoft (MSFT)$\" target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$Microsoft (MSFT)$</a> and <a title=\"$Apple (AAPL)$\" target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$Apple (AAPL)$</a>. span&gt; As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly.<a title=\"$Goldman Sachs (GS)$\" target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs (GS)$</a> made a list of stocks that are artificial intelligence while Gain List of Stocks.According to them, during the \"revenue-enabled phase\" of AI adoption trading, AI stocks have performed +8% relative to <a title=\"$S&amp;P 500 (.SPX)$\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500 (.SPX)$</a> have performed +8% relative to the broader market, or significantly better.Meanwhile, another comparison was made between the stocks on this list and leader NVIDIA, which has a six-month return of 146% in the first phase of AI adoption and a forward P/E of 31x.<img src=\"https://static.tigerbbs.com/b96634902443d13f754e8dc14842d24d\" tg-width=\"643\" tg-height=\"925\">Among the stocks with a strong relationship with NVDA and a sensitivity of more than 4 are <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MDB\" class=\"teditor-mention\" data-mention-name=\"MongoDB Inc.\" href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$</a> <a data-mention-id=\"INTU\" class=\"teditor-mention\" data-mention-name=\"Intuit\" href=\"https://ttm.financial/S/INTU\">$Intuit(INTU)$</a> <a data-mention-id=\"NTNX\" class=\"teditor-mention\" data-mention-name=\"Nutanix Inc.\" href=\"https://ttm.financial/S/NTNX\">$Nutanix Inc.(NTNX)$</a> <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> Do you agree?</body></html>","text":"With the broader market at record highs, tech stocks rocketing, and $NVDA over $Microsoft (MSFT)$. and $Microsoft (MSFT)$ and $Apple (AAPL)$. span> As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly. $Goldman Sachs (GS)$ made a list of stocks that are artificial intelligence while Gain List of Stocks. According to them, during the \"revenue-enabled phase\" of AI adoption trading, AI stocks have performed +8% relative to $S&P 500 (.SPX)$ have performed +8% relative to the broader market, or significantly better. Meanwhile, another comparison was made between the stocks on this list and leader NVIDIA, which has a six-month return of 146% in the first phase of AI adoption and a forward P/E of 31x. Among the stocks with a strong relationship with NVDA and a sensitivity of more than 4 are $Meta Platforms, Inc.(META)$ $MongoDB Inc.(MDB)$ $Intuit(INTU)$ $Nutanix Inc.(NTNX)$ $ServiceNow(NOW)$ Do you agree?","highlighted":1,"essential":1,"paper":2,"likeSize":56,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/318496482701336","repostId":0,"isVote":1,"tweetType":1,"viewCount":720,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","META","NOW","AAPL","MSFT","INTU",".SPX","NTNX","MDB","GS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":844,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":318811397988424,"gmtCreate":1718848212958,"gmtModify":1718849026804,"authorId":9000000000000363,"author":{"id":9000000000000363,"authorId":9000000000000363,"name":"VictoriaArthur","avatar":"https://static.tigerbbs.com/0699470000918098a26a5013407b7e99","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":318496482701336,"type":1,"supId":0,"prevId":0,"content":"Awesome analysis","text":"Awesome analysis","html":"Awesome analysis","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":318810234073224,"gmtCreate":1718848211753,"gmtModify":1718849025940,"authorId":9000000000000133,"author":{"id":9000000000000133,"authorId":9000000000000133,"name":"WalterD","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":318496482701336,"type":1,"supId":0,"prevId":0,"content":"Interesting","text":"Interesting","html":"Interesting","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/318496482701336"}