02-07-2022, 06:06 AM
Is AI priced in to tech stocks?
<!-- SC_OFF --><div class="md"><p>*If* AI is going to make a big dent on the universe, is it dramatically underpriced in tech stocks today? I would guess Meta, Alphabet, Amazon and Microsoft will probably dominate. </p> <p>With meta trading at 17x is there a lot of value in peripheral business models in an increasingly AI future?</p> <p>I'm wondering if any AI-heavy tech companies are accidentally trading at massively reduced multiples if they are in comparable territory to more traditional companies?</p> <p>Interesting related article: <a href="https://www.theverge.com/2022/1/24/22898651/meta-artificial-intelligence-ai-supercomputer-rsc-2022">https://www.theverge.com/2022/1/24/22898651/meta-artificial-intelligence-ai-supercomputer-rsc-2022</a> </p> <p>Interested in your thoughts!</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/JoshSummers"> /u/JoshSummers </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/sm00km/is_ai_priced_in_to_tech_stocks/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/sm00km/is_ai_priced_in_to_tech_stocks/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>*If* AI is going to make a big dent on the universe, is it dramatically underpriced in tech stocks today? I would guess Meta, Alphabet, Amazon and Microsoft will probably dominate. </p> <p>With meta trading at 17x is there a lot of value in peripheral business models in an increasingly AI future?</p> <p>I'm wondering if any AI-heavy tech companies are accidentally trading at massively reduced multiples if they are in comparable territory to more traditional companies?</p> <p>Interesting related article: <a href="https://www.theverge.com/2022/1/24/22898651/meta-artificial-intelligence-ai-supercomputer-rsc-2022">https://www.theverge.com/2022/1/24/22898651/meta-artificial-intelligence-ai-supercomputer-rsc-2022</a> </p> <p>Interested in your thoughts!</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/JoshSummers"> /u/JoshSummers </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/sm00km/is_ai_priced_in_to_tech_stocks/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/sm00km/is_ai_priced_in_to_tech_stocks/">[comments]</a></span>Kind Regards R