The AI Stocks Megatrend Big Picture

By: Nadeem_Walayat

Stock markets are soaring on the back of vaccines that herald the end game to the Covid nightmare. However the vaccines, covid-19 are all mere blips in the long-term trend trajectory that is being driven by AI and it's full spectrum application. For instance these are the key areas that I identified to focus upon over 5 years ago, though the number is always increasing as AI encroaches into every aspect of our lives which is why my focus primarily on core AI stocks rather than applications of AI.

The bottom line is that we are on exponential curve in terms of technological developments, which means expect things to change FAST! And likely most of us won't even beware of most of critical changes as they take place given the rapid pace of development, just that the implications of the developments WILL be discounted by the stock market through higher stock prices.

For instance imagine a world where super conductors operate at room temperature! We'll that world could start becoming manifest as early as next year with EXPONENTIAL CONSQUENCES across a wide spectrum of sectors starting with applications that currently require liquid nitrogen cooling such as Quantum computers. Another key sector that is waiting on room temperature super conductors to deliver several orders of magnitude of efficiencies is in electricity generation, transmission and storage (batteries).

And here's a reminder of the stock market BIG PICTURE, where basically I am expecting AI stocks on average to increase 6 fold on where they were trading in Mid 2020 by 2027. (Machine Intelligence Quantum AI Stocks Mega-Trend Forecast 2020 to 2035!)

So GET INVESTED and STAY INVESTED then at the least we can protect our wealth and at best get rich.

The AI Mega-trend ensures that investors can make mistakes, buy stocks at the wrong time and still win in the long-run. So understand the secret to investing is to REMAIN INVESTED in Mega-trends, buy when cheap and then basically forget about your holdings. That's my basic advice, invest and forget for the next 5 years if you want to follow the easy route.

Of course, like most including me, we think we can time purchases to maximise returns such as the opportunity that the March crash gave us. But the simple truth is this, GOOD STOCKS rarely give buying opportunities. We basically got lucky in March. So all we can do is look for anomalies and follow the rule of the greater the deviation from the high then the greater buying opportunity being presented i.e. such as what Intel has been offering for the past 6 months., as it most definitely is an AI stock but it's behaving like some high street retailer. Of course when one looks under the hood one see's reasons why its under performing, as there are always reasons why a stock goes up or down that are usually clear with the benefit of hindsight, nevertheless Intel IS an AI mega-trend stock so PRIMARY is to UNDERSTAND THAT FACT ABOVE ALL ELSE!

Basically what I am saying is that to ride the AI Mega-trend one needs to the exposed to AI mega-trend stocks, and that there is a huge margin of error built into this trend in that YOU CAN MAKE MISKATES AND STILL PROFIT IN THE LONG-RUN i.e I am pretty sure Intel will come good in the long-run.

This article is an excerpt form latest extensive analysis that concludes in AI Stock buy ratings, levels and valuation analysis for investing in 2021 that has first been made available to Patrons who support my work.

AI Tech Stocks Buying Ratings, Levels and Valuations March 2021

• AI Tech Stocks Buying Levels and Valuations 2021 Explained
• Coronavirus Pandemic Vaccines Indicator Current State
• Post Pandemic Summer 2021 Social Unrest ?
• Get Ready for Inflation Mega-trend to Surge 2021
• The AI Megatrend Big Picture
• Human Brain vs High End Desktop PC in 2021
• AI Stocks Investing 2021 - Top 10 Stocks Analysis
• AI Stocks Portfolio Table 2021
• Stocks Bear Market / Crash Indicator (CI18)

So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $3 per month. https://www.patreon.com/Nadeem_Walayat.

My analysis schedule includes:

• High Risk Tech Stocks
• UK house prices trend forecast
• Bitcoin price trend forecast
• How to Get Rich
• US Dollar and British Pound analysis

As well as immediate access to my recent pieces of analysis -

Dow Stock Market Trend Forecast 2021

• UK Coronavirus Pandemic Current State
• US Coronavirus Pandemic Current State
• Stock Market Forecasts and Analysis Review of 2020
• The Stock Market Big Picture
• Post Covid Economic Boom
• GAMESTOP MANIA BUBBLE BURSTS
• FED Balance Sheet
• Dow Short-term Analysis
• Dow Long-term Trend Analysis
• ELLIOTT WAVES 
• SEASONAL ANALYSIS / Presidential Cycle
• Stocks Bear Market / Crash Indicator (CI18)
• Dow Stock Market 2021 Outlook Forecast Conclusion

US Housing Market Trend Forecast 2021, AI Stocks and Coronavirus Pandemic Finale Catastrophe

• UK Coronavirus Catastrophe at Start of 2021
• US Coronavirus Catastrophe at Start of 2021
• US House Prices Trend Forecast Review
• The Inflation Mega-trend QE4EVER
• US House Prices Trend Forecast 2021
• General Artificial Intelligence Was BORN in 2020!
• How AI will come to rule the world
• Intel Fights Back!
• AI Stocks at Start of 2021

So again for immediate access to all my work do consider becoming a Patron by supporting my work for just $3 per month. https://www.patreon.com/Nadeem_Walayat.

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Nadeem Walayat

http://www.marketoracle.co.uk

Copyright © 2005-2021 Marketoracle.co.uk (Market Oracle Ltd). All rights reserved.

Nadeem Walayat has over 30 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.

Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication that presents in-depth analysis from over 1000 experienced analysts on a range of views of the probable direction of the financial markets, thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.

© 2005-2022 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.