Last updated on November 3, 2023
These are the stocks that I currently follow. Need to catch-up on reports... I'll update here whenever there is something new to add.
Roblox
Roblox is a massively popular game/ game development platform and one of my long-time favorites. Not directly AI-related, but I like this stock for some reason.
Microsoft
I think Microsoft is a potential winner in the AI-stack. Azure seems to be a strong contender to AWS. Partnership with OpenAI. Github's Copilot is one of the few AI-products I use almost every day.
Meta
Coinbase
Nvidia
AMD
Intel
Amazon
Alphabet (Google)