Top Quant: 2 stocks WIN as the AI boom accelerates
About this episode
Dr. Steve Hou discusses the economics driving the AI boom and specific stock picks for the next leg of the bull market.
Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia, Anthropic and OpenAI, comparisons to dot-com, and specific stock picks for the next leg of the bull market. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Compute demand 1:07 - Token expenditure index 9:34 - Subsidized AI tokens 11:10 - GPU rental rates 15:02 - AI basic use cases 17:26 - Who holds AI pricing power 20:12 - Token economics and AI profits 22:53 - Software stocks opportunity 28:13 - Boring quality compounders 33:08 - DeepSeek effect 36:15 - Inside Silicon Data 39:12 - Bubble or baby bubble? #podcast #investing #markets #macro #stocks #bitcoin #fed
People in this episode
Host: Phil Rosen
Guest: Dr. Steve Hou
Topics covered
- AI boom
- quantitative analysis
- stock picks
- compute markets
- pricing power
- bull market
Keywords
- AI
- stocks
- quantitative analysis
- Nvidia
- OpenAI
- bull market
- investing
Mentioned in this episode
Organizations: Silicon Data, Nvidia, Anthropic, OpenAI
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