The AI bubble won’t burst the way you think | Kai Wu

Kai Wu is the founder of Sparkline Capital, and his research focuses on finding AI winners and losers in the stock market. He joined Phil Rosen to discuss the next phase of the AI boom, how to spot early adopters to invest in, market data drawn from earnings calls and AI implementations, and more.  This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:24 - Understanding the AI Adoption Phase1:19 - Current Trends in AI, Historical Patterns04:04 - Tracking AI Mentions & Economic Gains7:15 - Excess Returns in AI12:04 - AI Infrastructure vs. Early Adopters17:30 - Market Sentiment, Saas Selloff24:00 - Infrastructure Valuations26:55 - AI ROI Examples29:02 Conclusion and Final ThoughtsDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed