KI-Boom? Das sind die RICHTIGEN Aktien!

► Get my report "This Boom Continues..." now – sign up & read it immediately (100% free) → https://www.lars-erichsen.de/ ► Subscribe to my channel here → https://www.youtube.com/erichsengeld?... ► Follow me on LinkedIn →   / erichsenlars   This AI boom, probably the biggest technological boom of all time, isn't over. It's not over. We don't have any data to support that. But what we are seeing now is that it's crucial which stocks you buy. Not all AI stocks will rise equally in the coming months. And that's why selection is important. It's important to have the right AI stocks in your portfolio. I'd like to tell you today which ones those might be, in my opinion. This AI boom, probably the biggest technological boom of all time, isn't over. It's not over. We don't have any data to support that. ► The ultimate ETF guide – and much, much more – in the brand-new "BuyTheDip" app → https://bit.ly/BuyTheDipfree ► Listen to the latest "BuyTheDip" podcast episode now → https://buythedip.podigee.io ► My exclusive "Lars Erichsen" portfolio: https://www.rendite-spezialisten.de/v... ► Follow me on Instagram →   / erichsenlars   ► Follow me on Facebook →   / erichsengeld   00:00 - Intro 00:49 - Why the AI ​​boom isn't over 03:22 - Technology winners aren't automatically stock market winners 05:13 - Why not everyone benefits at the same time in the AI ​​cycle 07:18 - The hidden costs of hyperscalers 09:28 - Write-down wave and the risk of overcapacity 13:26 - What returns AI investments really need to deliver 17:19 - Why semiconductors remain cyclical despite the boom 19:16 - These AI stocks are particularly at risk 23:06 - The most likely winners of the next AI phase 25:48 - Software, infrastructure, and industry as new opportunities Image rights thumbnail: https://chatgpt.com/s/m_6a50f67dcfc48... At the time of writing this post/video, the author, Lars Erichsen, was personally invested in the following financial instruments discussed: see video | Planned changes: None. For further information, please see our transparency notice regarding conflicts of interest → https://www.lars-erichsen.de/transpar... An important final note: For legal reasons, I cannot provide individual investment advice. My expressed opinion does not constitute a call to action. It is not a recommendation to buy or sell securities. Unfortunately, someone with a fake account occasionally comments on my channel, seemingly in my name. We take action against this, delete the posts, and report them to YouTube, but unfortunately, it cannot be completely prevented. IMPORTANT: I ​​would never ask you to contact me via phone, Telegram, WhatsApp, or anything similar! I use the charting platform "TradingView." You can access it directly here → https://de.tradingview.com #AI #boom #stocks #winners #erichsen