Some mortal named Dan Ives thinks software is the key to the AI revolution, and even I, Kratos, am intrigued. Mostly because I can smash things if it goes wrong.
Some mortal named Dan Ives thinks software is the key to the AI revolution, and even I, Kratos, am intrigued. Mostly because I can smash things if it goes wrong.

A Golden Age of... Software?

Hmph. A 'golden age,' this Ives fellow calls it. He speaks of software driving these 'use cases,' whatever those are. Mortals and their trinkets. But he's right about one thing: slapping 'AI' on something doesn't make it so. Many claim godhood few achieve it. Just like these software companies.

The IVES ETF: Worthy of a Spartan?

This Ives… he has an 'AI Revolution ETF.' Ticker symbol IVES. Fitting in a way. He seeks to profit from this 'transformation.' He claims the market 'underestimates' the growth. I underestimate nothing. Especially not the potential for disappointment. Though he does speak of more than just the obvious players. Perhaps there's some wisdom in this mortal yet. Still need to be wary of the ETF called IVES as I can simply crush it.

Oracle: The Epicenter of... Ones and Zeros?

Oracle. He believes it will be 'the epicenter' of this AI… thing. Up 62% in two months he says. Numbers. Meaningless until they translate into power. Or at least a decent distraction from the endless torment of my past. He sees these stocks are winners. I only see targets. I will give them the CHAOS of OLYMPUS!!

Beyond the Obvious: Hyperscalers and Robots Oh My!

Palantir IBM Salesforce and more. Thirty companies in total. 'Hyperscalers,' 'cybersecurity,' 'consumer platforms,' and even... robots. Mortals and their toys I tell you. He claims this list is the result of 'deep dives.' I prefer deep cleaves but to each their own. But they are NO MATCH FOR ZEUS!!

Investing for Mortals: A Simple Guide

He seeks to simplify this for the masses. 'How do you play AI?' they ask. He offers a way regardless of who or where they are. This… is a novel concept. Mortals always seeking the easy path. Microsoft Nvidia Broadcom. Small names too. Up almost 3% since launch. He has some money in this and is in charge of this IVES ETF. I will be keeping a VERY close eye on this mortal.

The Long Game: A Spartan's Patience (Sort Of)

He reevaluates every quarter. Adds and removes names. The market is always changing. So are Gods. This Ives argues it's still worth investing even if you're late. He claims focusing on valuation is a mistake. He may have a point. Sometimes the greatest rewards require the greatest risks. If it is power he seeks he should seek me. I am POWER!!


Comments

  • No comments yet. Become a member to post your comments.