Tyler Crowe

Come on.

I'm going to put a pin in the is it a bubble because that feels like it's the obligatory question that we ask with any AI-related segment that we do on this radio show at any given time.

But before we do that, I do want to say that of the 11 companies we just mentioned here, which of those ones are you particularly interested in the most, regardless of valuation, business strategy?

What are the ones in that group of 11 you're like, yeah, I do really like this business?

Again, getting to the obligatory AI bubble, is it a bubble?

One of the things about monikers that we get with baskets of stocks, this has happened for decades.

There's nothing Wall Street loves more than putting a name on a group of stocks and making it seem cool for everybody.

Some of them worked.

Fang worked.

I mean, kudos to Jim Cramer, 2013.

Fang worked pretty well from then on.

Facebook, Amazon, Netflix, Google, great idea.

Mag7, 2023, so far, it's been a great idea.

Got other ones.

The Four Horsemen of the 1990s.

I think it was like Intel, Cisco, Dell.

I forgot the fourth one, but not a great idea.

Microsoft.

I mean, at the time, not a great idea.

The Nifty Fifty in the 1960s.