Hello investors — lately I hear nothing but AI: there are partnerships everywhere, companies are shifting capital between themselves, and it feels like everyone is betting on it. I don't want to say AI has no potential for the future, but for me we're still at the beginning and it's more promises than something truly fundamental that would change the economy and the world overnight.
So I want to ask where you see interesting opportunities outside of AI, because it seems to me companies outside AI are being forgotten.
I have Booking, Hermes, and Nu Holdings on my watchlist — I won't analyze or characterize them here; every investor will make up their own mind :)
A tip is to look at Buffett, for example, back when the dot‑com bubble burst. He still managed to profit. I’d say the classics like $KO $MA, for example, or retail like $WMT $UL, or, as was mentioned on the forum today, $ADM $INGR. Maybe some gaming or software. So poke around those kinds of companies and the ecosystem around them.
A week ago I was also looking for something to shake things up, so that if AI goes down it doesn’t all crash together :D