Hayes: BABA "Cheapest Way" to Play A.I. Right Now

September 24, 20259m 26s

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Show Notes

Thomas Hayes sees opportunity in the current market despite some warning signs. He attributes the current market strength to sectors beyond the Mag 7, such as small caps and energy, which he believes are undervalued. In the A.I. space, Thomas is particularly bullish on Alibaba (BABA), citing its significant A.I. spending plans and valuation relative to peers. He also likes Intel (INTC), which he believes will benefit from the U.S. government's investment in the company's semiconductor business. Additionally, Thomas is optimistic about Comstock (CR), a smaller player in the natural gas space, which he thinks could be a multi-bagger due to its strong reserves and favorable location.

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