Jeremie Capron: Invest In The Robotics Revolution With These AI Stock Picks | Summary and Q&A

TL;DR

The current market is unpredictable, but many growth stocks are performing well. Robotics and AI are shaping various industries.

Key Insights

• 😨 The market is in an uptrend despite fears, with many growth stocks performing well.
• 😘 The crisis is seen as temporary, leading to a strong policy response and a rebound from the March lows.
• 😑 China shows signs of stabilization, with industrial activities recovering to pre-crisis levels.
• ❓ Robotics, automation, and AI are the next technological revolution, expected to reshape various industries.
• ❓ Adoption of robotics and AI is still in the early stages, with significant growth potential.
• 💻 Computer vision is a critical enabling technology for automation, especially in manufacturing and logistics.
• 🈸 Healthcare is expected to be profoundly transformed by robotics and AI, with applications in surgery, diagnostics, and drug development.
• 💊 Genomics and precision medicine are revolutionizing the healthcare industry.
• 💻 Cognex is a leader in computer vision, with potential for growth in various sectors.
• 🔨 Zebra Technologies provides automatic identification and data capture tools for supply chain and logistics.
• 🛟 Brooks Automation specializes in automating semiconductor manufacturing and bio sample management for the life science industry.

Transcript

okay hello everybody and welcome to investing with IBD sponsored by Market Smith today is April 29th 2020 I'm your host Arusha Pierce and with me today is Jeremy cap roan he is the director of research at Roble global thanks for being here Jeremy thank you on today's podcast we're gonna talk about the current market and then we're gonna get more in... Read More

Questions & Answers

Q: How is the current market behaving despite fears?

The market is in an uptrend, with many growth stocks performing well. However, the ongoing earnings season adds uncertainty.

Q: How does the market response to the crisis differ from a typical recession?

The crisis is seen as a temporary external event, similar to a natural catastrophe, rather than a typical recession. The policy response has been coordinated and strong, driving a rebound.

Q: What are the signs of stabilization in China?

China is coming out of the crisis first, with industrial activities already recovering to 90%+ of pre-crisis levels. This is encouraging for the overall market recovery.

Q: How did the guest get into investing and become an analyst?

The guest was born in France and studied engineering and finance. He developed a passion for investing, leading him to become a research analyst focused on automation.

Summary & Key Takeaways

• The current market is proving to be unpredictable, with stocks in uptrends despite fears. However, earnings season adds a variable to consider.

• The market reflects the temporary nature of the crisis and the strong policy response, leading to a rebound from the March lows.

• China is showing signs of stabilization, with industrial activities recovering to pre-crisis levels.