Summary of Reddit Comments on AI Opportunities in 2025

Intel (INTC)

• Pros:
  • Has a healthy debt-to-equity ratio and $50B annual revenue.
  • Progress in 18A is promising.
  • OEM dominance and improving CPU/GPU lineup.
• Cons:
  • Lack of leadership, with concerns about finding a solid replacement for the CEO.
  • Intel has failed to sustain capital appreciation.
  • Trending in the wrong direction for over a decade.

Nvidia

• Pros:
  • Expected to do well in the future.
  • Cathie Woods buying shares.
• Cons:
  • Market hates the stock.
  • AMD stock is a competitor.

AMD

• Pros:
  • Growing, winning market share, and great CPUs.
  • Expected to hit all-time highs.
• Cons:
  • Market performance does not match company success.
  • Bagholders trying to pump the stock.

MongoDB

• Pros:
  • Great product for some users.
• Cons:
  • Not an AI play, even though it may increase in value.

AI ETFs and Stocks

• Companies:
  • Microsoft, Alphabet (Google), Salesforce, and ServiceNow.
• ETFs:
  • iShares U.S. Technology ETF (IYW), Invesco QQQ Trust (QQQ), SPDR S&P 500 ETF Trust (SPY).
• Other Stocks:
  • PLTR, VOOTucows, IONQ, RGTI, POET, YMAG.

Overall Sentiments

• Positive outlook on AI’s potential to improve society.
• Concerns about job loss and ethics in AI development.
• Speculation about market forces controlling AI.
• Scepticism about stock performance matching expectations.
• Mixed feelings about major tech companies and their influence.