Is the AI boom nearing its end, or are we just getting started? Skeptics say tech spending is peaking. Jim Thorne of Wellington-Altus says the cycle has years left to run.

Thorne compares today’s AI doubts to economist Paul Krugman’s famous 1998 prediction that the internet’s impact would be no greater than the fax machine’s. He believes we are only at the “MS-DOS phase” of AI, with productivity gains barely underway and a corporate spending boom that could stretch to 2031. He explains how he separates the real AI leaders from the pretenders and shares 7 stocks he likes right now.

Stocks covered: Nvidia (NVDA), Micron (MU), Microsoft (MSFT), CrowdStrike (CRWD), Palantir (PLTR), SpaceX (SPCX), Tesla (TSLA)

Chapters:
0:00 Intro: Is the AI Boom Over?
1:00 Why the AI Boom Isn't Over
2:22 How to Pick AI Winners
3:41 Stock 1: Nvidia (NVDA)
4:17 Stock 2: Micron (MU)
6:28 Stock 3: Microsoft (MSFT)
7:21 Stock 4: CrowdStrike (CRWD)
8:01 Stock 5: Palantir (PLTR)
8:40 Stock 6: SpaceX (SPCX)
9:49 Stock 7: Tesla (TSLA)
10:34 The Ticker Take Wrap-Up

In this episode, Jim explains why he thinks the AI capex boom could run until 2031, and lays out his framework for picking winners: companies with a moat, access to credit markets and real free cash flow, rather than speculative names riding the AI story. He then walks through 7 AI stocks across chips, memory, cloud, cybersecurity, software and orbital compute, and explains why he sees physical AI and robotics as the next phase of the market.

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Jim or the hosts may hold positions in the stocks discussed.

Thanks to Jim for joining us! Learn more about Jim and Wellington-Altus here: https://wellington-altus.ca/

Have you signed up for our investing newsletter? It’s free. Plus, paid members get “The Inside Take” with deep dives, briefings, guest notes, and more!

● Investing newsletter: https://jonerlichman.substack.com/
● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Listen to the podcast & give us a 5-star rating:

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/

You can also now find us on the streaming service Crave! https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw

Connect with Ticker Take:

● Instagram: https://www.instagram.com/tickertakeshow/
● Website: https://www.tickertakeonline.com/

Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/

About Jon: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I’ve had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their “ticker take.”

So, is the AI boom over? Tell us in the comments.

#AIstocks #investing #AI #NVDA

Is the AI boom nearing its end, or are we just getting started? Skeptics say tech spending is peaking. Jim Thorne of Wellington-Altus says the cycle has years left to run.
Thorne compares today&rsquo;s AI doubts to economist Paul Krugman&rsquo;s famous 1998 prediction that the internet&rsquo;s impact would be no greater than the fax machine&rsquo;s. He believes we are only at the &ldquo;MS-DOS phase&rdquo; of AI, with productivity gains barely underway and a corporate spending boom that could stretch to 2031. He explains how he separates the real AI leaders from the pretenders and shares 7 stocks he likes right now.
Stocks covered: Nvidia (NVDA), Micron (MU), Microsoft (MSFT), CrowdStrike (CRWD), Palantir (PLTR), SpaceX (SPCX), Tesla (TSLA)
Chapters: 0:00 Intro: Is the AI Boom Over? 1:00 Why the AI Boom Isn't Over 2:22 How to Pick AI Winners 3:41 Stock 1: Nvidia (NVDA) 4:17 Stock 2: Micron (MU) 6:28 Stock 3: Microsoft (MSFT) 7:21 Stock 4: CrowdStrike (CRWD) 8:01 Stock 5: Palantir (PLTR) 8:40 Stock 6: SpaceX (SPCX) 9:49 Stock 7: Tesla (TSLA) 10:34 The Ticker Take Wrap-Up
In this episode, Jim explains why he thinks the AI capex boom could run until 2031, and lays out his framework for picking winners: companies with a moat, access to credit markets and real free cash flow, rather than speculative names riding the AI story. He then walks through 7 AI stocks across chips, memory, cloud, cybersecurity, software and orbital compute, and explains why he sees physical AI and robotics as the next phase of the market.
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Jim or the hosts may hold positions in the stocks discussed.
Thanks to Jim for joining us! Learn more about Jim and Wellington-Altus here: https://wellington-altus.ca/
Have you signed up for our investing newsletter? It&rsquo;s free. Plus, paid members get &ldquo;The Inside Take&rdquo; with deep dives, briefings, guest notes, and more!
● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
Listen to the podcast &amp; give us a 5-star rating:
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/
You can also now find us on the streaming service Crave! https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw
Connect with Ticker Take:
● Instagram: https://www.instagram.com/tickertakeshow/ ● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
About Jon: I&rsquo;ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I&rsquo;ve had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their &ldquo;ticker take.&rdquo;
So, is the AI boom over? Tell us in the comments.
#AIstocks #investing #AI #NVDA

Investing doesn’t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world’s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you’re just learning what a ticker is or you’ve been in the market for decades. Tune in and learn to invest like a pro.

Investing doesn&rsquo;t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world&rsquo;s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you&rsquo;re just learning what a ticker is or you&rsquo;ve been in the market for decades. Tune in and learn to invest like a pro.

Ticker Take

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.