Anyone think its time to Ai proof their portfolios Just saw the new version of ChatGpt and its already way better than what it was last year.
Being optimistic on AI and vice-versa pessimistic on humans, its time to get rid or at least think hard about what AI could replace in a portfolio. I took a look at mine (lot of IT and finanicals) and very few passed the AI sniff test.
Only Eicher Motors and Supreme Inds look safe. Safe because they actually deal with “physical” objects. I also feel the AI fear could have something to do with the run up in “physical” stocks like mining, shipping, etc - nmdc, hindcopper, geship etc to name a few. Yep, AI still doesn’t synthesize gold or copper.
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