Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Emmet

๐Ÿ‘ค Speaker
864 total appearances

Appearances Over Time

Podcast Appearances

Stock Club
#311: Are We in an AI Bubble?

We do not know.

Stock Club
#311: Are We in an AI Bubble?

The profit portfolio was rebalanced

Stock Club
#311: Are We in an AI Bubble?

on the 24th of April, so a matter of a couple of weeks ago, and its next rebalance will be on May 22nd, which is aka next Friday.

Stock Club
#311: Are We in an AI Bubble?

For those of you who don't know what the heck profit is, you buy 10 stocks,

Stock Club
#311: Are We in an AI Bubble?

in equal amounts, and then we'll tell you what to do a few weeks later.

Stock Club
#311: Are We in an AI Bubble?

And generally that means sell these three, buy these three, sell these two, buy these two, and its returns are absolutely preposterous.

Stock Club
#311: Are We in an AI Bubble?

They're so good, but it's very mathematical.

Stock Club
#311: Are We in an AI Bubble?

So added this month, so 17 days ago at the time of recording, three stocks were added to profit.

Stock Club
#311: Are We in an AI Bubble?

The first is IES Holdings, and it's up 13%.

Stock Club
#311: Are We in an AI Bubble?

Second is Sterling Infrastructure.

Stock Club
#311: Are We in an AI Bubble?

It's up 70%.

Stock Club
#311: Are We in an AI Bubble?

And the third is Vertiv Holdings, and it's up nearly 6%.

Stock Club
#311: Are We in an AI Bubble?

They're the three stocks that were added 17 days ago.

Stock Club
#311: Are We in an AI Bubble?

As I leafed through some of the others, Howmet Aerospace is up 128%.

Stock Club
#311: Are We in an AI Bubble?

Jabil is up 72%.

Stock Club
#311: Are We in an AI Bubble?

Carpenter is up 75%.

Stock Club
#311: Are We in an AI Bubble?

Nvidia is up 14%.

Stock Club
#311: Are We in an AI Bubble?

You might go, only 14%?

Stock Club
#311: Are We in an AI Bubble?

Yeah, well, this is a system, folks.

Stock Club
#311: Are We in an AI Bubble?

Dicom is up 21%.