Luke Lango’s AI Endgame stocksHi Travis, have you considered or have any ideas on the five stocks that make up Luke’s select endgame by virtue of being closest to the Sam Altman funding game?
Being a subscriber to two of his services but unable to add, chop and change with his maneuverings, I’m wondering if you and other regulars here are interested in a discussion on this topic.
I’m sure your faithful thinkilator could at least help us get started on an interesting trail!
Kind regards!
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Luke enjoys talking and went off on Nvidia not long ago about how it was time to get away from NVDA and I don’t think he even acknowledged its recent big quarter news. I don’t think it’s in his portfolios. It can’t be part of his ‘Endgame’ can it?
Getting attention as a pundit means making bold calls… and then bragging about the ones you got right, and quietly forgetting the ones you got wrong 🙂
You got Lango’s number 🙂
You are right that he strongly recommended selling NVDA. His arguments about their main customers developing their own chips were plausible, but he got NVDA’s short term outlook DEAD WRONG. His “End-game” group of five in whom trillions of $$ will be invested appears to be a coalition to replace NVDA. I’m guessing ARM could be one of them.
ARM was the freebie. VRT is one of the picks. Anyone have the other recommendations?
TSM. Even NVDA needs what TSM makes.
Is this just another pitch for Palantir, Mobileye, Symbiotic et. al. ?