2024-05-22 13:00:00 ET
Summary
- The Financial Prophet, Victor Dergunov, on AI's amazing run and rolling corrections through recent earnings.
- The need for patience and a long-term perspective in AI as there may be periods of consolidation and pullbacks.
- The Tesla dynamic, portfolio picks in EV space, beaten down lithium miners, alternative energy companies, Chinese tech stocks, gold and silver miners.
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Victor Dergunov on rolling corrections through recent earnings and his favorite AI-related stocks (0:35). How to ride through the volatility (6:40). The Tesla dynamic and how to pick winners in the market (11:20). EV space, badly beaten down lithium miners (18:30). Gold miners the way to play gold (25:40).
Transcript
Rena Sherbill: Victor Dergunov , always great to have you on Seeking Alpha. Always great to talk to you on Investing Experts. Thanks for coming on the show.
Victor Dergunov: Oh, it's my pleasure. Thank you so much for having me.
RS : It's always a pleasure to have you. You run The Financial Prophet . That's your investing group on Seeking Alpha. What are you talking to subscribers? What are you talking to investors about these days? Where's your focus at?
VD : So, as usual, our focus is on just having the best possible portfolio, beating the major averages, keeping our finger on the pulse of the markets. Basically, just still interested in those AI stocks actually, because we had excellent run ups put towards the end of 2023 and in Q1 of 2024....
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Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And Gold