Mobileye

Sunday 13th March 2016

MARKETS

Investing in Robotics and AI Companies

Here are some AI (and robotics) related companies to think about.

I’m not saying you should buy them (now) or sell for that matter, but they are definitely worth considering at the right valuations.

Think about becoming an owner of AI and robotics companies while there is still time. I plan to buy some of the most obvious ones (including Google) in the ongoing market downturn (2016-2017).

Top 5 most obvious AI companies

  • Alphabet (Google)
  • Facebook (M, Deep Learning)
  • IBM (Watson, neuromorphic chips)
  • Apple (Siri)
  • MSFT (skype RT lang, emo)
  • Amazon (customer prediction; link to old article)

Yes, I’m US centric. So sue me 🙂

Other

  • SAP (BI)
  • Oracle (BI)
  • Sony
  • Samsung
  • Twitter
  • Baidu
  • Alibaba
  • NEC
  • Nidec
  • Nuance (HHMM, speech)
  • Marketo
  • Opower
  • Nippon Ceramic
  • Pacific Industrial

Private companies (*I think):

  • *Mobvoi
  • *Scaled Inference
  • *Kensho
  • *Expect Labs
  • *Vicarious
  • *Nara Logics
  • *Context Relevant
  • *MetaMind
  • *Rethink Robotics
  • *Sentient Technologies
  • *MobileEye

General AI areas to consider when searching for AI companies

  • Self-driving cars
  • Language processing
  • Search agents
  • Image processing
  • Robotics
  • Machine learning
  • Experts
  • Oil and mineral exploration
  • Pharmaceutical research
  • Materials research
  • Computer chips (neuromorphic, memristors)
  • Energy, power utilities

Mikael Syding

 

Wednesday 30th November 2016

Building an AI Portfolio

The following stocks offer exposure to Artificial Intelligence. – Lee Banfield

——————————-

Google (NASDAQ: GOOGL)

Stock Price: $776

Market Cap: $531 billion

Image result for google deepmind

Healthcare Images – Google Deepmind

Machine Learning – GoogleML

Autonomous Systems – Google Self-driving Car

Hardware – GoogleTPU

Open Source Library – TensorFlow

IBM (NYSE: IBM)

Stock Price: $162

Market Cap: $154 billion

Image result for ibm watson

Enterprise Intelligence – IBM Watson

Healthcare – IBM Watson Health

Amazon (NASDAQ: AMZN)

Stock Price: $752

Market Cap: $355 billion

Image result for amazon alexa logo

Personal Assistant – Amazon Alexa

Open Source Library – DSSTNE

Microsoft (NASDAQ: MSFT)

Stock Price: $60

Market Cap: $473 billion

Image result for cortana logo

Personal Assistant – Cortana

Open Source Libraries – CNTK, AzureML, DMTK

Nvidia (NASDAQ: NVDA)

Stock Price: $94

Market Cap: $50 billion

Image result for nvidia

Hardware

Samsung (SSNLF:US)

Stock Price: $1,250

Market Cap: $176 billion

Image result for viv ai

Personal Assistant – Viv

Qualcomm (NASDAQ: QCOM)

Stock Price: $68

Market Cap: $100 billion

Image result for qualcomm logo

Hardware

Tesla (NASDAQ: TSLA)

Stock Price: $188

Market Cap: $29 billion

Image result for tesla logo

Autonomous Vehicles

Illumina (NASDAQ: ILMN)

Stock Price: $133

Market Cap: $20 billion

Image result for illumina grail

Healthcare, Cancer Detection – Grail

Mobileye (NYSE: MBLY)

Stock Price: $37

Market Cap: $8 billion

Image result for mobileye

Autonomous Vehicles

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