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Today Jack is joined by an anonymous trader known only by their Twitter handle @Citrini7, who has the absolute \u201chottest hand\u201d when it comes to picking Artificial Intelligence (AI) stocks. Citrini is very optimistic about the boost that the adoption of AI will provide to semiconductor companies, data service providers, and optical fiber companies, and he describes in depth some of the stocks from his AI basket he thinks are most poised to benefit, which in aggregate are up ~50% this year.\nQuoting George Soros\u2019 saying that, \u201cwhen I see a bubble, I rush in to buy it,\u201d Citrini thinks AI might prove to be a bubble, but that if it is a bubble, it is in the early stages. Filmed on June 2, 2023.\n\nFollow Citrini7 on Twitter https://twitter.com/Citrini7\nCitrini Substack https://citrini.substack.com/\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n____\nUse code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:\nhttps://blockworks.co/event/permissionless-2023\n\nResearch, news, data, governance and models \u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\n____\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\nhttps://rb.gy/5weeyw\n\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \u201cDaily Debrief\u201d Newsletter: https://rb.gy/feusos\n____\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\n\nTimestamps:\n00:00 Intro\n03:51\xa0Is Artificial Intelligence (AI) Already A Bubble?\n28:21 The Lipstick Effect\n32:50 How Can These Rich Valuations Be Justified?\n41:57 Permissionless\n42:34 The Losers of The Rise of Artificial Intelligence\n50:43 Blockworks Research