Daniela Sheppard @deltadunarii: "Currently, the market behaves as..."

United Kingdom

Currently, the market behaves as two personalities. On one side, there is the frothy exuberance of anything and everything AI related with spectacular jumps in share prices and big investment announcements on promises and AI dreams that are yet to be delivered. Fair enough, I agree that AI is the greatest invention since the .com but I am still to understand how the huge expense to implement AI in all areas of our lives will impact on the businesses of today. Who will emerge as the AI winner in the next 5-10 years? And who will slip into the shadows? We'll have to be patient (eye roll) and see. And there is the other side of the story, the old, boring and currently unloved companies that carry on providing a product or service we all know. Companies that continue to pay a dividend that supports millions of pension funds and income portfolios. Companies that provide an income we could use to, I don't know, pay some bills or invest in the AI hype and growth. What do we do: nothing much different than what we have been doing for many years. Use a small % of dividend income to invest in growing companies, continue to learn about AI and how it is implemented in various business areas and continue to grow the dividend payers positions because we believe there is unlocked value in those low share prices and there is definitely good income growth potential. What would you do? $ORCL (Oracle Corporation) $NVDA (NVIDIA Corporation) $PEP (PepsiCo) $SBUX (Starbucks Corp) $OKE (ONEOK Inc)

5 Mentioned

ORCL

NVDA

PEP

SBUX

OKE

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