Undiscovered AI Trades

The Dumb Money podcast discusses potential AI investment opportunities, focusing on undiscovered AI stocks. The hosts highlight TransAlta Corporation (TAC) in Alberta, Canada, as a promising energy company poised to benefit from the growing demand for data centers. They cite Alberta's business-friendly environment, access to energy, and cooling advantages as key factors. They also discuss Amazon as an underappreciated AI play, noting its AWS infrastructure and recent price increases for GPU usage. The hosts emphasize the importance of individual research and caution against copy trading, encouraging listeners to share their insights and due diligence.