Team A: Buy the Chips
You don't care which flashy AI app is trending on the App Store today. You want to own the digital engines powering the entire AI revolution.
Why try to guess which chatbot will win the future? You invest in giants like $NVIDIA(NVDA)$ or $Advanced Micro Devices(AMD)$ . No matter who wins the AI wars, they all have to buy their chips from the tech lords.
Team B: The Bargain Hunters
Investors are licking their chops looking at traditional application & service companies that just got hammered in the stock market.
You get to scoop up highly profitable companies at big discount, knowing they have the cash to inject AI into their systems & bounce back.
I choose B because the hype is already priced into the chips. My top pick is $Salesforce.com(CRM)$ as its AI business is exploding.
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