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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT -- Ignore unavailable to you. Want to Upgrade?


To: zax who wrote (5345)9/15/2025 3:33:52 PM
From: Frank Sully  Read Replies (2) | Respond to of 5473
 
I agree Baidu will not be a multi bagger, but I like some exposure to the Chinese AI market for diversification. Like Google, which I also own, Search funds AI, which is the focus of the future, with ChatBot Ernie, chip foundry Kudlun and robotaxis Apollo Go.

My big AI & Robotics bets are NVIDIA, a 5 year 14 bagger which has grown to over 50% of my portfolio, and undersea autonomous vehicles and batteries Kraken Robotics, which is a 4 year 11 bagger which is 10% of my portfolio. I'm several years into retirement now and no longer searching for the next multi bagger, rather being content with slow and steady growth. I've also started harvesting some of my enormous NVIDIA profits and cashed in $100K last month, investing into high yielding BDCs and REITs. Next year I'm planning another $100K and buying more BDCs and REITs. I need a steady stream of income for retirement, not wild gambles