Kim BoltonGlobal X Artificial Intelligence & Technology ETFAIQDON'T BUYFeb 22, 2023

A new ETF. When he approaches AI, it's like autonomous driving. He can either pick the OEM, or go after the picks and shovels. It's all about data. We now have tremendous amounts of data, and AI is applying machine learning and deep learning into that to make interpretations. The big thing about AI these days is that there's enough data and power processing, you can put in a number of words and AI will predict the next words. They can do this because there's so much more data and the processing is so much faster. The ETF is the chicken way out. Instead, go after the picks and shovels: the data aggregators like DDOG, power processing like NVDA, or the network side like AVGO or CSCO.