Asit Sharma
speaker
746 appearances
7 recordings
1 series
first heard Nov 2025
last heard 27 Jan
Asit Sharma’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
FOMO can do this to us.
It can push us to corners that are speculative in the investment world that work against our interests as long-term investors.
But if you want to scratch that itch, I think AI has become a great leveler
FOMO used to be accompanied by a big blind spot, which is like, hey, everyone's buying it, but I don't understand it.
I don't know what's going on, but I feel like I got to get in.
Just spending some time with a good AI model to break down the question you have about a certain rare earth mineral demand.
What could go wrong if you invest in that trend?
is so much better than previous FOMO cycles we've had, where you just couldn't understand what was going on, but you felt the compulsion to participate.
And it's ironic, I just finished an interview with a company whose business model is based on exploiting their license for a rare earth material from the U.S.
Navy.
But to Jason's point, they did
are doing something more than the sum of the parts with that.
If there's a strategic bent, if the company has another way to make money rather than a binary proposition where they've got to make it on this one rare earth or not, I prefer those.
the clear picture is there, the holistic picture is there, there's another reason to invest.
By the way, I hope we will get that interview up on Motley Fool Money soon on a Sunday.
At the end of the day, what you're trying to do is to choose from among many different investment opportunities, the FOMO
geopolitical-driven opportunities should just be one that you look at, in addition to restaurant tech, some other trends, the operating layers of today's investment world.
Let's give Intel the credit upfront for working on it.
The USC did its most advanced chip-making capabilities to Taiwan years ago.
Intel itself was the manufacturer at scale of our best technology when it came to chips, and really just got off track in so many different ways.
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