Nvidia Day Special: Charting the Future of AI and Humanoid Investing
Yesterday, we had a special live episode of Trends with Friends for Nvidia Day. I was joined by Phil Pearlman and a killer lineup of AI-savvy guests—Raja Doddala, Chris Camillo, and Michael Parekh. We dove headfirst into the AI craze, breaking down what’s hype and what’s real when it comes to investing in this game-changing tech. Here’s what we covered:
-
Where AI and robotics stood and where they were headed next
-
How AI had already started shaking up jobs and boosting (or not) productivity
-
The smartest plays for getting in on AI and related tech
-
Why data was the lifeblood of AI, and who was really holding the cards
-
The US vs. China: the AI showdown you couldn’t afford to ignore
-
Why infrastructure and energy were the unsung heroes behind AI’s explosive growth
-
The risks, the rewards, and all the chaos in between when it came to AI investing
Catch the replay below if you missed it.
Here are the charts from this week
 |
 |
 |
Missed the live episode? Follow Stocktwits on Twitter and YouTube so you don’t miss the next one.
Skip Ahead (because who’s got time?)
(00:00) Guest introductions
(06:07) The current state of AI and its potential impact
(09:45) AI’s effect on developer productivity
(14:50) The transformative power of AI on labor markets
(24:50) The importance of data in AI development
(26:00) The role of robotics in the AI revolution
(32:00) Visual data through robots
(38:53) Global competition in AI and robotics
(46:40) AI jumps ahead in valuations
(49:30) AI scaling laws and their implications
(01:01:08) Investment strategies for AI and related technologies
(01:08:44) The importance of energy in AI infrastructure
(01:13:05) Final thoughts on investing in personal health amidst rapid technological change
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.
Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍
