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September 01, 2020 1:41pm
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How Investors Got the AI Selloff All Wrong (and 2 Big Dividends to Play It)

Here’s my take on the DeepSeek selloff we saw last week: It’s a buying opportunity, especially for income investors. (I wrote a bit about this in last Thursday’s article . Since the market has rebounded a bit since, we’re going to talk about it more today. A preview? It’s not too late to buy the dip. ) Income Investors: 2, Speculators: 0 Why do income investors hold an edge here? Because they have a chance to buy NVIDIA (NVDA) and other AI stocks, including some private-equity firms few people have access to, through closed-end funds (CEFs) . Tapping the selloff this way gives us two key benefits: Big dividends— the two funds at the heart of our strategy yield an average 10.4% when we buy them as a set. … Read more
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