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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

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

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