Which AI stocks could be the biggest winners? And which ones might end up being losers? We asked expert investor Dan Rohinton of iA Global Asset Management. He discussed his stock picks within the AI economy -- the hyper-scalers, the semis, and the data pipes! Plus, he shared his view on whether you should invest in private companies like OpenAI if they go public. As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Why we're making this video! 0:44 Dan Rohinton explains stock groups in AI economy. 2:24 What must AI investors think about? 3:24 Stock group 1 - hyper-scalers (Amazon, Microsoft, Alphabet) 4:56 Stock pick (hyper-scalers) -- Amazon (AMZN) 6:07 Stock loser in hyper-scaler group? 7:31 Stock group 2 - semis (Nvidia, AMD, Broadcom, Taiwan Semi) 8:23 Stock picks (semis) - Taiwan Semi (TSM), Nvidia (NVDA) 9:06 Stock loser in semis group? 10:22 Stock group 3 - data pipes (Relx, S&P Global, FactSet, London Stock Exchange Grp) 11:42 Stock pick (data pipes) - London Stock Exchange Grp (LSEG), Relx (RELX) 12:48 Stock loser in data pipes group? 13:17 Group 4 -- private AI companies (OpenAI, xAI, Anthropic) 14:26 Should you invest in private AI companies if they go public? Our thanks to Dan Rohinton! Learn about Dan here: https://iagam.ca/team/dan-rohinton Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #ai
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