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Tejas Dessai - AI in Robotics: The Rise of Intelligent Machines & The Nvidia Power Play

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Manage episode 397542833 series 2715815
Content provided by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter
Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally.
In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future.
He highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development.
Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!
Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter

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Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

  continue reading

236 episodes

Artwork
iconShare
 
Manage episode 397542833 series 2715815
Content provided by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Haydn Brain & Ed Gotham, Haydn Brain, and Ed Gotham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Get OPTO's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter
Welcome back to Opto Sessions! In this episode, we are thrilled to have Tejas Dessai, Research Analyst at Global X ETFs, a prominent asset manager overseeing a staggering $51 billion in AUM globally.
In this episode, Tejas discusses the transformative landscapes of robotics, AI, and cybersecurity, sharing insights into the technological advancements shaping our future.
He highlights the convergence of software and hardware, revealing potential winners in healthcare and tech as AI unlocks new levels in robotics. Tejas also discusses why Nvidia is likely to maintain a competitive edge in the chip market and navigates smart machines' impact on human roles, Tesla's upcoming Optimus robot, and the future of software development.
Tejas joined Global X in 2022 as a Research Analyst covering technology products within the Thematic Growth suite of ETFs. Prior to Global X, he worked as an Associate for SSR LLC, an independent research provider, covering mega and large-cap TMT equities with a focus on disruptive technology and emerging trends. Enjoy!
Want further OPTO insights? Check out our daily newsletter: https://www.cmcmarkets.com/en/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----
The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

  continue reading

236 episodes

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