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These stocks are leading the AI arms race: META, NVDA, Baidu & Beyond

Which AI stocks are leading the pack? Is China AI catching up to OpenAI and the USA? Billy Leung is an ETF investment strategist at Global X ETFs and explains more.

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Billy Leung is an ETF investment strategist at Global X ETFs.

While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.

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In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

  1. Billy’s background and analysing markets bottom-up and top-down
  2. Valuation of technology stocks and how they changed value investing
  3. The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
  4. AI stocks no-one follows…
  5. How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
  6. China’s AI push versus USA: Ali Baba, Baidu and Tencent
  7. Why an ETF approach can help you capture a theme without identifying winners

If you ❤️ this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below 👇

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The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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General Financial Advice warning

The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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