Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity’s obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it has gotten too far ahead of itself in terms of capacities, ethics, and market cap, and why Krzysztof sold his position.
What’s an essential process to improve your investing gains?
Luke discusses his 50-day portfolio review, why he started it, what it entails, and what he’s learned so far. Professional investors know what they’re doing and why and continually reflect on the process itself. Luke shares his model — find his updates @wallstreetwildlife on Instagram.
What’s one of the most robust investing mega-trends of the past decade, with no signs of slowing down? Luke discusses the new SEC law that forces companies to report cybersecurity data breaches within four days, and how ruthless cyber terrorists are more than happy to help the SEC police the new law. $CRWD, $PANW and $S are all companies that are benefitting. Identifying and understanding this kind of megatrend can lead to outstanding investing gains over many years.
Books discussed: The MANIAC by Benjamin Labatut about the birth of the modern computer, the atomic bomb, and AlphaGo, the AI program that defeated the world’s best Go player eight years ago today, and the limitations of current LLM models.
#AI #Cybersecurity
