Still believe in the AI infrastructure plays but not with the follow-on: Tech investor Paul Meeks

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Published 2024-07-26
Paul Meeks, Harvest Portfolio Management CIO, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent tech selloff, impact of AI, and more.

All Comments (16)
  • I’m in this for the long haul. AI will make the following things possible: ai music and videos created on demand, more accurate test results for, say, skin and breast cancer, more streamlined logistics, adaptive education tools autonomous weapons. It will take some time, but in 5-7 years, the breakthroughs will be transformational. I’m not selling anything.
  • @anzatzi
    AI exuberance pullback? Did someone figure out LLMs are not monetizable?
  • @GlobalMan-nr3hq
    I work on AI and I see first hand how well AI works. Folks - its real and its improving with every release.
  • @rickhayes-oh2zm
    not focus on car and house sales. Fed already pumped up cars and houses but that failed. So pump up tech until it fails
  • @dgaz3057
    ServiceNow is a big shot in the arm
  • @Angelavaldess
    Sir this is an eye opener video and I would be retiring in 5 years and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $90,000 per annum but nothing to show for it yet
  • @mickeycinque
    I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
  • @superUSA
    everyone is understanding that AI is a bubble!