The Investing in AI thread

[Mr Overheads]

Would love to own shares in Open AI. And hold long term, no interest in short term trading.
But you can't buy them.

Some funds hold them but those I've found are US residents only.

So what funds that can be accessed in the UK that hold shares in Open AI specifically.

Also other AI investments people have ETF's, Funds, Direct shares etc.

Bit like the Gamble thread really but not quite so extreme and only AI related.

I also have:
ROBG - Legal and General ROBO Global Robotics & Automation ETF
PCT: Polar Capital Trust
RBTX - iShares IV Automation & Robotics ETF
MSFT - Microsoft - big but opaque stake/relationship with OpenAI.

[greengreenwood7]

do any of Cathie Woods funds have exposure to Open AI? - the holdings are listed if you check through the ARK Invest site.

as for me, only AI play i have is Tsla, and a fair whack of Iren - will be rotating funds from Bitcoin proxies at some stage and will look at how some AI related plays have/are running; Increasing TSLA position % will be the first port of call and then...
NBIS, RGTI, QBTS, INOD, BBAI will look at as well as just popping some funds into NVDA/AMD/GooG.

[fellatthefirst]

I'm in an Ai fund on Etoro that's up 104% since 2023. I just put into that every month so i have some Ai exposure.

[okgo]

fellatthefirst said:

I'm in an Ai fund on Etoro that's up 104% since 2023. I just put into that every month so i have some Ai exposure.

Everyone has AI exposure if you track any US stock based index.

Cathie wood - I’d rather set fire to my money

[greengreenwood7]

OP asked about exposure to Open AI - no one said that ARK based etf's have out/under perfrmed over the past year or so, although 90%+ from ARKQ isn't too shabby.

[colin79666]

Nvidia.

During the gold rush a few pioneers made their money but it was largely those selling the shovels that profited.

[super7]

I've got a TRADING212 pie with this lot in it...

Nvidia
Snowflake
C3.ai
SoundHound AI
Innodata
ARM
Microsoft
Alphabet (Class A)

These are certainly volatile stocks but ahead at the moment.....

[Mazinbrum]

Amazon, with AWS and all those warehouse efficiency gains.

[ooid]

I have been putting small silly amounts on an ETF called "Xtrackers Artificial Intelligence & Big Data" since the first launch of Chat GPT.

I think it has performed around 25% (annualised), though I'm sure it's pretty much similar to any Nasdaq index out there.

[7 5 7]

super7 said:

I've got a TRADING212 pie with this lot in it...

Nvidia
Snowflake
C3.ai
SoundHound AI
Innodata
ARM
Microsoft
Alphabet (Class A)

These are certainly volatile stocks but ahead at the moment.....

I would add Palantir to this pie imo also

[asfault]

colin79666 said:

Nvidia.

During the gold rush a few pioneers made their money but it was largely those selling the shovels that profited.

Hence why Robinhood is a big part of my portfolio. They are and their competition the llmodern day pics and shovels.

[sideways sid]

BOTZ

https://www.globalxetfs.com/funds/botz

DYOR etc

[lizardbrain]

It's hard to avoid investing in AI really, even a world tracker has decent exposure to companies like Nvidia.

[okgo]

lizardbrain said:

It's hard to avoid investing in AI really, even a world tracker has decent exposure to companies like Nvidia.

And most of the gains in a significant chunk of the largest companies in the world is related to AI. If anything I’d want LESS exposure to it than more.

[Prohibiting]

There s a few AI ETFs you could invest in for wider exposure:

WisdomTree artificial intelligence
Xtrackers artificial intelligence and big data


In the last 12 months both up around 18%




Personally I have a very small amount dribbled each month into VanEck Crypto and Blockchain Innovators. Up 40% in the last 12 months so outperforming a lot at the moment, but obviously volatile. One for the long term anyway!

[dingg]

Cobens pht group of stocks are up 15% ytd and that's with an 8% exchange rate deficit. Quite heavily biased towards the ai surge presently.

Only stock in the group that I don't care for is adobe

[PM3]

dingg said:

Cobens pht group of stocks are up 15% ytd and that's with an 8% exchange rate deficit. Quite heavily biased towards the ai surge presently.

Only stock in the group that I don't care for is adobe

I have a near static holding with their PHT and I am up 26% YTD . Been a wild ride , as down -ve 16% April
I have in another DC pension only holding aa global tracker at very low total cost same period , now just 3% YTD ( and even that was -11% in April ) Almost as bad down swing but fraction of the up side ( for comparison )

[ooid]

dingg said:

Only stock in the group that I don't care for is adobe

Considering my 20 years of academic and professional past, either I or my employers have had to paid their subscription services and there was no other alternative, so I would still be mindful a bit.

[okgo]

ooid said:

Considering my 20 years of academic and professional past, either I or my employers have had to paid their subscription services and there was no other alternative, so I would still be mindful a bit.

Adobe has a huge competitive moat. Arguably it’s not some bullst AI nonsense stock, it’s a really big company with vast a number of products with an even larger number of enterprise customers. They’re also highly profitable.

[dingg]

PM3 said:

I have a near static holding with their PHT and I am up 26% YTD . Been a wild ride , as down -ve 16% April
I have in another DC pension only holding aa global tracker at very low total cost same period , now just 3% YTD ( and even that was -11% in April ) Almost as bad down swing but fraction of the up side ( for comparison )

You're either invested in usd or your figures are wrong. I'd check again :-)