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Don’t Chase the Crowd, Closing the AI Gap?, Homebuilder Sentiment Shift 3/18/24
Manage episode 407605458 series 1772319
Our market guest is avoiding the most crowded trades, and betting on what he calls “the most underrated methodology”. He’ll tell us the names he found and opportunities he sees. Plus, Apple is reportedly looking to license Google’s Gemini AI, but is that enough to put Apple back in the AI conversation? We’ll debate. And homebuilder sentiment is finally back in positive territory. We’ll speak with one player doing business in both space.
1811 episodes
Manage episode 407605458 series 1772319
Our market guest is avoiding the most crowded trades, and betting on what he calls “the most underrated methodology”. He’ll tell us the names he found and opportunities he sees. Plus, Apple is reportedly looking to license Google’s Gemini AI, but is that enough to put Apple back in the AI conversation? We’ll debate. And homebuilder sentiment is finally back in positive territory. We’ll speak with one player doing business in both space.
1811 episodes
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