Top 8 Stocks to BUY NOW (High Growth Stocks)
Summary
TLDRThis video script discusses the presenter's top eight stocks for investment, including AI and cybersecurity leaders like CrowdStrike and Palantir, emphasizing their growth potential. It also covers under-the-radar AI firms and tech giants' innovative approaches to AI, such as Apple's privacy-centric AI tools and Microsoft's recall feature. The summary highlights the rapid evolution of AI applications and their impact on various industries, suggesting a promising future for investors.
Takeaways
- 📈 The speaker has a diverse portfolio of stocks, with a current value of over $200,000, which has seen significant volatility but is up 14% for the year.
- 💡 The first stock discussed is CrowdStrike, an AI-driven cybersecurity company that has shown rapid growth and is positioned to dominate the expanding cybersecurity market.
- 🌐 CrowdStrike's platform uses machine learning to proactively identify new threats, capitalizing on the increasing rate of novel attacks in the digital age.
- 🏆 CrowdStrike is recognized as a leader in endpoint protection, cloud workload security, and vulnerability management by Gartner, indicating its strong market position.
- 🚀 The global cybersecurity market is expected to nearly double in the next five years, with cloud security growing even faster, setting the stage for CrowdStrike's continued growth.
- 🛍️ Meta (Facebook) has seen significant returns since 2022 and has opportunities to double its business in the next decade through generative AI, the metaverse, and operational improvements.
- 🤖 Meta is a leader in generative AI and has created models like Llama 3, which could potentially be commercialized to boost business growth.
- 🔐 A new AI stock, Palantir, is discussed as having high security clearances and a potential monopoly on AI for government use, which could significantly increase its value.
- 🛑 Oracle is highlighted as an undervalued company with a strong presence in cloud services and AI model creation, offering significant growth potential compared to its larger competitors.
- 🌐 Cloudflare is identified as an innovative company with a 46% compound annual growth rate since 2018, focusing on cybersecurity and optimization of cloud-based applications.
- 🏭 Broadcom is recognized for owning the entire stack needed for application development and deployment, from semiconductors to software solutions, making it a key player in the tech industry.
- 🔒 Zscaler is a leader in zero trust security, a model that requires constant authentication in cloud environments, and is well-positioned to benefit from AI advancements in cybersecurity.
Q & A
What is the current value of the speaker's stock account and its performance for the year?
-The speaker's stock account has reached a value of over $200,000 and it's up a little bit under 14% for the year.
How does the speaker describe the volatility of their stock portfolio?
-The speaker describes their stock portfolio as very volatile, noting that it can drop by as much as $115,000 in a number of weeks and then increase by as much as $20,000 in the same amount of time.
What is the first stock discussed in the script and what does the company specialize in?
-The first stock discussed is an AI stock related to cyber security, specifically CrowdStrike, which offers AI-powered cybersecurity solutions and has a focus on cloud security.
What is unique about CrowdStrike's approach to cybersecurity compared to traditional antivirus methods?
-CrowdStrike applies machine learning to previous hacks, allowing it to proactively identify threats that have never been seen before in the real world, unlike traditional antivirus methods that compare incoming traffic to a list of known attacks.
How does the speaker evaluate the growth potential of CrowdStrike?
-The speaker evaluates CrowdStrike's growth potential by noting the global cybersecurity market's expected growth, the even faster growth of the cloud security market, and CrowdStrike's position as a leader in these spaces with a growing revenue.
What is the speaker's investment in CrowdStrike and how has it performed?
-The speaker owns exactly 100 shares in CrowdStrike, currently valued at $385,000, which has almost tripled their initial investment, not including previous gains when the stock doubled a couple of years ago.
What are the three opportunities for Meta to double their business in the next decade as mentioned in the script?
-The three opportunities are: 1) Generative AI, where Meta is a leader but hasn't been as vocal about it, 2) The metaverse, where Meta is investing heavily despite early criticisms, and 3) Improving engagement on their platforms and becoming more efficient with their existing business.
What is the speaker's view on the potential of generative AI for Meta's business?
-The speaker believes that generative AI could have a massive effect on Meta's business if they decide to not only open-source their AI tools but also apply and sell them, improving engagement on their platforms.
What is the speaker's opinion on the metaverse and its potential impact on Meta's growth?
-The speaker thinks that the metaverse is not yet ready for prime time but believes that it's the perfect time to invest in this new technology, comparing Meta's position to Amazon's during the .com bubble, suggesting that early investors will be rewarded when the metaverse wave hits.
What is the second stock discussed in the script and what is its potential significance?
-The second stock discussed is related to a new AI company that the speaker has recently invested in, which may soon have a monopoly on AI for the government, indicating its potential significance in the AI and government sectors.
What is the speaker's perspective on the importance of security and privacy in the advancement of AI?
-The speaker believes that security and privacy concerns are the only realistic factors that can slow down AI's advancement, highlighting the importance of privacy-centric AI tools like those being developed by Apple.
Outlines
📈 Stock Portfolio and Cybersecurity Investment Insights
The speaker shares their personal stock portfolio, which has grown to over $200,000 with a 14% increase for the year, despite the volatility of the stocks involved. They discuss their investment strategy, starting with an AI-driven cybersecurity stock, CrowdStrike, which offers cloud-native security solutions and has shown significant growth and potential in the expanding cybersecurity market. The speaker details CrowdStrike's use of AI to proactively identify new threats and its leadership position in various cybersecurity sectors according to Gartner ratings. They also mention their own investment of 100 shares in the company, which has nearly tripled their initial investment.
🚀 Meta's (Facebook's) Generative AI and Metaverse Potential
The speaker transitions to discussing Meta (formerly Facebook), highlighting its substantial return on investment since November 2022 despite initial setbacks in metaverse technology. They outline three key opportunities for Meta's growth: generative AI, where Meta is a significant player with models like Llama 3; the metaverse, which the speaker believes is a prime area for long-term investment despite current challenges; and the potential for Meta's existing business to grow through AI enhancements and operational efficiency. The speaker emphasizes Meta's ability to capitalize on future trends and its current positive trajectory.
🛡️ Palantir's Unique Position in Government AI Solutions
The speaker introduces Palantir as a company with deep knowledge of secretive industries and a high-security clearance, allowing it to organize data and apply AI for clients like the US Department of Defense and the CIA. They discuss Palantir's potential to monopolize AI services for the government due to its unique qualifications and the growing trend of AI adoption in the public sector. The speaker also mentions a memorandum from the deputy secretary of defense that underscores the importance of software adaptability and security in national defense, suggesting a significant opportunity for Palantir.
🌐 Oracle's Undervalued Potential in AI and Cloud Services
The speaker identifies Oracle as an undervalued company with a significant presence in the software and cloud services industry. They highlight Oracle's cloud platform, which hosts applications for major companies and offers industry-specific solutions. Additionally, Oracle's development of AI models and services, along with its enterprise-level security, positions it as a strong contender in the AI space. The speaker contrasts Oracle's current market cap with that of its larger competitors, suggesting that Oracle's AI capabilities could drive significant growth in the future.
🌌 Cloudflare's Innovative Approach to Internet Security
The speaker discusses Cloudflare, a company involved in various aspects of cloud application management, from network security to application deployment. They highlight Cloudflare's growth, cash generation, and innovative products like Cloudflare Zero Trust, which provides advanced cybersecurity for cloud-native companies. The speaker emphasizes Cloudflare's potential for growth and its ability to anticipate and meet customer needs, making it an attractive investment opportunity.
🏭 Broadcom's Dominance in the Semiconductor and Software Stack
The speaker describes Broadcom as a major player in the semiconductor industry, which has expanded into providing the full stack needed for application development and deployment. They detail Broadcom's products, which include high-performance switches and AI-accelerating chips used by hyperscalers like AWS, Microsoft Azure, and Google Cloud. The speaker also notes Broadcom's acquisitions in software, such as VMware, which contribute to its revenue and position it as a company that could potentially join the ranks of multi-trillion-dollar companies.
🛡️ Zscaler's Zero Trust Security and AI Integration
The speaker presents Zscaler as a company specializing in zero trust security, a model that requires constant authentication in a cloud-connected world. They explain how Zscaler's long-standing presence in the security field positions it to integrate new technologies like AI effectively. The speaker also touches on the concept of agentic AI and its potential to increase the number of applications and workloads that need protection, thereby increasing demand for Zscaler's services. They express optimism about Zscaler's growth and profitability, which is why they have invested in the company.
🍎 Apple's Privacy-Centric AI Innovations
The speaker contrasts Apple's approach to AI with Microsoft's, highlighting Apple's focus on privacy with its Apple Intelligence feature. This feature allows users to interact with AI directly on their devices, protecting personal data, and also integrates with Open AI for broader queries. The speaker speculates that Apple may be developing its own AI models to replace its reliance on Open AI in the future. They suggest that Apple's emphasis on privacy in AI could give it an edge over competitors and discusses the potential implications for investors.
Mindmap
Keywords
💡CrowdStrike
💡Cybersecurity
💡Generative AI
💡Metaverse
💡Palantir
💡Cloud Computing
💡Zero Trust Security
💡Agentic AI
💡Oracle
💡Broadcom
Highlights
Stock account value over $200,000 with 14% growth for the year despite volatility.
Crowd Strike's AI-powered cybersecurity platform leads in cloud security and is positioned for significant growth.
Global cybersecurity market expected to double in size in the next five years, with cloud security growing even faster.
Meta has made a 450% return since November 2022 and has opportunities to double its business in the next decade.
Meta's investment in generative AI and the metaverse positions it for long-term growth.
Paler has high security clearances and could potentially monopolize AI for government use.
Oracle, a cloud provider and AI model creator, is undervalued compared to its larger competitors.
Cloudflare's innovative zero-trust security model is essential for cloud-native companies.
Broadcom's diverse technology stack makes it a key player in AI chip sales and software solutions.
Zscaler leads in zero-trust security and stands to benefit from the integration of AI into cybersecurity.
Apple's privacy-centric approach to AI with Apple Intelligence could give it an edge over competitors.
AI advancements will drive an increase in both attacks and the need for advanced cybersecurity measures.
Agentic AI represents a significant shift in programming, enabling AI to choose between different tools for tasks.
The potential for AI to revolutionize application development and the importance of security in this evolution.
Investor's stock portfolio showcasing a diverse range of AI and tech stocks with significant growth potential.
Transcripts
this is a list of my top eight stocks to
buy right now we'll go over one stock
that I own followed by one new stock to
keep it interesting as we alternate our
way up to a stock that's added $500
billion to its value in just the last
month but might be set to double over
the next year and as always we'll start
by putting my money where my mouth is by
showing you my actual stock account it's
now reached a value of over $200,000 and
it's up a little bit under 14% for the
year although to be fair these are very
volatile stocks and so if we look at it
over a shorter time Horizon we can see
how it's dropped by as much as $115,000
in a number of weeks and then increased
by as much as $20,000 in the same amount
of time and as we go through the stocks
that I own I'll show you exactly how
much I have invested in each of the
companies so starting off with stock
number one this is an AI stock that's
growing even faster than their
competitors in one of the biggest
investing trends of the next decade
cyber security is crowd strikes bread
and butter and you could kind of call
Cloud security I guess their cost that
they have on the side so this is a stock
that I've owned for several years at
this point and it's positioned to take
over one of the most important
industries on Earth Crow strike offers
AI powerered cyber security they've
built a unified platform that is
designed to protect modern workloads in
the age of AI so if you think of a
traditional antivirus what it basically
does is look at all the attacks or hacks
that have happened in the past and then
when some new traffic comes in it
compares the traffic to that list to
make sure no one bad is coming in what
crowd strike is able to do is apply
machine learning to some of these
previous hacks so that it can
proactively identify threats that have
never before actually been seen in the
real world and when we're entering an
environment where people can use AI to
generate new viruses or just
democratization of the internet makes it
so more people are coming online the
rate at which we're seeing these novel
attacks is increasing and so demand for
protection against them is rising just
as fast so crowdstrike has a bunch of
products in the cyber security space Bas
I won't go through all of them but a
couple things to point out here is that
crowd strike is rated as a leader by
Gartner for endpoint protection
platforms they are also a leader in
Cloud workload security and they've been
rated as a leader in vulnerability
management platforms which makes sense
because this is a company that has grown
from the ground up on the cloud and so
as a cloud native company they're better
at protecting Cloud workloads than any
other traditional Legacy cyber security
company and here's why those products
position them and their inv investors
for incredible growth going forward the
global cyber security Market is expected
to nearly double in size over the next 5
years and continuing to grow beyond that
but the global Cloud security Market is
expected to grow way faster than that
more than tripling over the next 5 years
with a compound annual growth rate of
over 20% per year so even just assuming
that these analysts are right crowd
strike's Market is growing exponentially
from under them and they're growing
faster than the overall Market but
that's not even taking into account the
fact that AI May accelerate these growth
Trends both from the number of new
potential attacks that crowd strike
needs to defend against as well as just
the sheer amount of data and data center
expansion that is being driven by the
rise in AI we can see this growth
directly In Crowd strikes numbers where
their revenue is about to hit $1 billion
per quarter and it's growing at 33%
year-over-year and that's not a one-time
thing it's grown by that amount for the
last three quarters on top of that this
company has recently become net income
positive they produce a ton of cash and
so as long as this company can simply
continue executing they have a massive
runway in front of them which is also
the reason I own exactly 100 shares in
this company at a current market value
of
$385,000 and that has almost tripled the
amount of money that I initially put
into it not even including the fact that
I owned the stock a couple years ago and
it doubled then too so that's one stock
down but let's move to a stock that's
outperformed Google Microsoft and
Samsung comb bind since 2022 meta has
had its fair share of memes around Mark
Zuckerberg's decision to invest billions
of dollars into metaverse technologies
that felt clunky and kind of cartoonish
to users but while it's true that meta
has so far lost several billion dollars
investing into VR they've also made
their investors a
450% return since November of 2022 and
they may have a lot more returns for
investors willing to hold for the long
term so here are three opport
opportunities for meta to double their
business in the next decade number one
is generative AI a lot of people may not
know this but meta is actually one of
the biggest leaders in the generative AI
space they just haven't really talked
about it as much as companies like
Google and Microsoft for example meta
assistant was actually built using llama
3 but they didn't just build it using
llama 3 which is basically an
open-source version of chat GPT meta
actually created the original llama 3
model which at this point is basically
at it in terms of how advanced it is
compared to gp4 and they've also created
a ton of other models that people use
all the time including music gen cyber
security evaluation and even tools to
help with coding and understand how
large language models come to the
decisions that they do if meta decides
at any point to Pivot and not just open-
Source these tools but actually apply
them and sell them as well this could
have a massive effect on their business
Beyond just improving the engagement on
their platforms which leads us to the
second second thing that could cause
meta to double over the next 10 years
which is metaverse now hold your
pitchforks for one second now meta's
metaverse is obviously not yet ready for
prime time but I think that's why now is
also the perfect time to invest in this
new technology so Jeff Bezos this is a
bit of a non seiter but I promise I'll
tie it back Jeff Bezos is probably the
most successful internet entrepreneur of
all time and he gave this really
interesting talk after the do bubble of
the early 2000s which Amazon is one of
the few companies that survive and for
anyone who doesn't know the.com bubble
was basically a massive hype cycle where
anyone who put next to their name saw
their stock price jump up overnight now
Bezos had this theory that rather than
chasing the current thing the next
billion dollar or trillion dollar
company would be built by businesses
that position themselves first and then
wait for the wave of the next Trend to
reach where they already are you know
something that I see people do which I
don't think is a is a good idea is they
try to chase the current thing I saw
this so much and 1997 and 1998 1999 with
respect to the internet whenever you try
to catch a wave you're almost always too
late you basically have to wait in place
and let it come to you trillion dooll
businesses are built by creating the
platform before the next Trend hits
crowd strike and Cloud security inidia
with AI Hardware Amazon with e-commerce
and when the metaverse wave does
eventually hit meta is perfectly
positioned to take advantage of it and
early investors are always the ones who
are most rewarded which leads us to the
Third Way that meta can double their
business which is just to let it run as
usual we know that as more and more
internet content is created
realistically screen time is going to
continue to rise whether that's on 2D
screens or in virtual reality and so I
read this really interesting breakdown
of meta on Mobi which is mobile only but
I'll share my screen so the author of
this article calls out how there's
basically two ways for meta to just grow
their existing business the first is to
just expand their existing engagement
especially using Ai and other
algorithmic enhancements in fact during
their earnings call they called out how
their AI tools had boosted video watch
Time by 25% on their platforms and then
the second way that they can just double
their existing business is by becoming
more efficient we can see that Revenue
growth has been growing consistently
across all regions that meta is involved
in over the past four quarters and then
on top of that we've also seen their
expenses as a percentage of Revenue
declining over the same time period so
they're making more money and they're
spending less money to earn it that
means that profits are going up if you
want to read the full report you can
find it in the description but the point
is meta's existing business is already
improving extremely well as is and so if
I was a meta investor I'd be pretty
happy just holding on to the stock even
if the metaverse doesn't end up panning
out but let's now pivot to a new AI
stock that I've recently bought into
which may soon have a monopoly on AI for
the government and while a Monopoly
sounds like a bad thing because it's not
good for consumers that is the ultimate
goal of a company to be out all the
competition in their space at least
that's what Peter teal believes who is
one of the biggest investors in paler so
I've talked about paler before and how
they're applying their deep knowledge of
secretive Industries like banking or
even the CIA to making those businesses
run more efficiently but for this list
I'm going to focus on one aspect of
paler that I feel like the overall
Market is still missing that could very
easily triple their value to investors
so fundamentally paler is a data company
or at least they're experts at organiz
izing data for other companies they're
able to layer in AI to this data to
basically bring up insights for the
company so imagine you have a dashboard
of everything going on in your business
or in your secretive organization of
choice and you can basically say hey
look up what strategy we used one year
ago in this exact situation and tell me
what the steps are to match it and so as
long as you have really good quality
data in place the AI can make those
kinds of recommendations without being
super super smart and if pal is good at
one thing it's getting the data into an
organized system which they call an
ontology now there's other companies
that do this but here's what makes paler
special paler has one of the highest
security clearances that are available
to civilian organizations and this
allows them to work with customers like
the US Department of Defense the US
Military and even the CIA because of
this now that we're seeing tons of
companies jump into the AI space even
companies that have nothing to do with
AI want to use it to improve their
processes but the government can't move
that quickly they can't just bring in
outside technology if they don't know
it's secure but they can work with
contractors like paler that have the
security clearance to set them up for
them this means that the only companies
that are allowed to basically use AI
with the government are companies that
one understand how to keep the data
secure two have a deep knowledge of
applying the AI and three have the
security clearance to work with these
organizations the list of those
companies is pretty small in fact I
would argue paler is the only company
that really ticks all the boxes needed
this is a really important document for
this it's a memorandum from the deputy
secretary of defense to leadership at
the Pentagon I can't say the word Deputy
in it the secretary talks about how the
Department's adaptability increasingly
relies on software and that just the
ability to securely and rapidly deliver
this software is a competitive advantage
and when it comes to defense competitive
Advantage is code for National Security
now there's plenty of controversy in
terms of where the money for National
Defense in the US goes to but
historically a lot of that money has
gone to private contractors designing
things like aircraft or weapon systems
but now increasingly that $2 trillion in
budgetary resources is going to start
moving toward the software industry and
while paler has seen some run up in
their stock price over the past year
they haven't seen nearly the increase
that I believe they will see once
they're able to start taking on some of
these AI driven government contracts now
their Monopoly in this space isn't going
to last forever but I could see there
being a 2 or threee period where they're
basically one of if not the only company
doing this type of work and considering
how much value they're already
delivering in the private sector I see
them doing something very similar in the
public sector I currently own 450 shares
in paler at a market value of just over
$105,000 and I'll be sharing all my
latest thoughts on this stock as well as
all the other stocks on Instagram along
with any other relevant investor
information that I come across if you
try to find it mine is the absolutely
tiny account that sometimes doesn't come
up on search but you can also just scan
this QR code on screen to go straight to
my Instagram post a lot of great content
on there that if you like this video
you'll definitely find valuable but now
let's shift from some of these
highflying growth stocks to what I think
is a Hidden Gem among AI companies so
the best way to find great Investments
is to understand a company's business
and not just their books and you tend to
see huge growth when a company has the
perfect product when a hot new market
appears we've seen Microsoft make
millionaires in a few years by offering
AI to their existing cloud and PC
customers Nvidia of course has made
their investors rich off their Hardware
platform for training and running AI
models but these are massive companies
that have already risen hugely in price
so for these next few stocks I'm going
to highlight some AI companies that have
the potential to win big in the stock
market but I haven't seen a lot of
people talking about yet so there are
basically three types of AI companies
right now the lowest level are the AI
Hardware companies think Nvidia built on
top of that you have the AI models
created by companies like open Ai and
then at the top level you have ai
applications which are designed by
companies like paler and crowd strike so
this next company is a cloud provider
that actually hits on two of these
categories but hasn't been getting
nearly the attention that the big
providers like Microsoft and Google have
Oracle is the third largest software
company in the entire world and they are
one of the big cloud providers in the US
and probably most most importantly for
investors they're one of the few
companies that are actually creating new
AI models that haven't already run up
crazily in price and are worth more than
a trillion dollars so Oracle has a ton
of different products but I'm going to
be focusing on two areas of products for
this video first off is Oracle Cloud
which is a very large Cloud platform
that's used by companies like AT&T Intel
sat and Royal vac although I don't know
who royal vac is one of the reasons
companies like to host their
applications on Oracle cloud is because
they have industry specific applications
especially in the retail and finance and
Healthcare space that make it easier for
these companies to run their business on
top of oracle's business but the other
big piece of Oracle which caught my
attention is the fact that yes they have
ai services that run on their Cloud but
they're also creating their own AI
models they mentioned on their website
that they have both private proprietary
models as well as the open- source llms
created by companies like meta which
companies can then use for their
business and it's all wrapped up into
their Enterprise level security which
some people might believe more than a
company like say Microsoft that has had
some issues with privacy in the past the
way I like to think of how these Cloud
providers fit in is they provide the AI
models themselves but they also provide
sort of out of the- box solutions that
companies can take and solve their
business problems with so let's say you
needed to build a procurement tool using
generative AI well if you don't need to
customize it too much you can start
right here with this pre-built one from
Oracle or maybe you need to read data
out of documents you can do that right
here as well or build something custom
and pretty much any company you can find
that has aai at the end of their name is
using one of these Cloud providers under
the surface anyway so Oracle has taken a
piece of that profit no matter what and
when you compare oracle's current market
cap Which is less than $400 billion
against their bigger competitors like
Google which is over $2 trillion and
Microsoft which is now valued at well
over $3 trillion I think you can see
some of the potential in this company to
grow as their AI capabilities are
recognized I don't yet own Oracle but I
do own this next stock and I'll also
show you a full list of my positions at
the end of the video but next we have a
much smaller company with the potential
to make huge returns for investors by
changing the way the internet itself
works cloudflare is a company that has
their hand in pretty much every aspect
of running an application on the cloud
from the network itself to creating VMS
to deploy your apps to but things
weren't always like that the company
started out as basically a business
school project between Matthew Prince
and Lee Holloway which was later
supercharged when Matthew met Michelle
zatlin the company's now Chief Operating
Officer at Harvard they originally
launched their business and called it
project web wall which I'm very glad
they changed the name but it kind of
made sense at the time their idea was to
build a firewall for the web these are
pretty common nowadays but back in 2009
it wasn't that common so they started
building more and more advanced systems
to analyze all the traffic coming into
the cloud to watch out for bad Act
actors but they later realized if
they're already analyzing this traffic
they can also optimize the experience
for good actors and this is really where
cloudflare started to take off they
launched new services to make it easier
to deploy applications to the web they
set up their system so that now 95% of
Internet users in the world are within
50 milliseconds of their Network and
they've grown to the point where 30% of
the Fortune 1,000 are paying customers
today so there's three main reasons that
I'm investing in Cloud flare the first
is just their ridiculous overall growth
rate the company has been growing at a
compound annual growth rate of 46% since
2018 and they've promise to 5x their
revenue over the next 5 years all while
maintaining very high Gap gross margins
of 78% number two the company has a ton
of cash that they are producing now the
stock is not yet profitable in terms of
net income but as Warren Buffett will
point out profit can often be misleading
because you can kind of fake profit on
paper but you can't really fake cash is
because they pay out stock-based
compensation to their expensive
engineers and Executives which isn't
cash that's coming out of the business
you can never bankrupt your business
with stock-based compensation but it
does put downward pressure on the stock
price at the same time the business
itself has tons of cash to work with and
so even though the company is driving
aggressively toward growth there's no
risk of them running out of money as
long as the cash keeps coming in and
then reason number three is this is one
of the most Innovative companies in my
opinion in the entire world they they've
recently launched a new product called
cloudflare zero trust which is a new
level of cyber security that is
extremely common for cloud native
companies and Cloud Flur just has a
knack for identifying what their
customers are going to need and
providing it to them as soon as they
need it I currently own 162 shares in
this company at a value of $122,000 but
let's take a step out of software for a
moment and dive into a stock that you
may have never heard of but you probably
actually own some of it in your
portfolio if you've ever bought an index
fund broadcom is one of the biggest
stocks in the NASDAQ you can see it's
actually bigger than Amazon and even
though they aren't the flashiest company
on this list you've almost certainly
interacted with their products in the
past which makes sense considering
they're bigger than Exxon Mobile Tesla
and JP Morgan so broadcom was a
semiconductor company but they've
managed to buy or build their way into
basically owning the entire stack needed
to develop and deploy an application so
let's walk through this stock from the
perspective of a software company using
their products at the bottom level their
customers are the giant hyperscalers AWS
Microsoft Azure Google cloud broadcom
makes the high performance switches
network interface cards Wireless
networking Solutions and custom circuits
for these company data centers in fact
Google tapped broadcom to help design
their AI accelerating TPU chips and meta
is using them to build their future
metaverse chipsets broadcom has
projected $10 billion in AI chip sales
for 2024 and then stepping up one level
you you have the software that actually
runs on these chips but most companies
nowadays don't actually write the code
that runs directly on the bare metal
servers that broadcom is providing
unless you're Roller Coaster Tycoon I
guess so broadcom has gone ahead and
acquired all of these different
companies with some like VMware helping
developers to build applications that
will eventually run in those data
centers so VMware lets companies standup
virtual machines that can run across a
bunch of different computers or servers
letting them either pull power to run
more complex applications or just write
applications that can easily be deployed
anywhere in the world which is a big
deal in the modern decentralized Cloud
age I mean everyone uses these guys I
think they own like 90% of the
virtualization market today they're just
a massive company and with broadcom's
other Acquisitions in data management
cyber security software now makes up 42%
of their overall Revenue while their
semiconductor Solutions makes up 58% of
their revenue so there's been a lot of
Buzz around Nvidia and how they're
transitioning from a purely hardware
company to a company that also produces
software accelerators to help people use
their Hardware but broadcom it looks
like has already beaten them to the
punch now this company is never going to
get the big headlines like Jensen might
and given that all of these
multi-trillion dollar companies are
reliant on their products I wouldn't be
shocked to see this stock very quickly
climb into the ranks of the
multi-trillion dollar companies over the
next couple years I don't yet own
broadcom but it is on my short list of
stocks to watch but broadcom is a
massive company let's talk now about the
smallest company on my list with the
most potential to moonshot and become a
multibagger stock for its investors like
crowd strike Z scaler is riding the
massive trend of cyber security but
they're addressing it in a fundamentally
different way now I mentioned this
before with Cloud flare but zscaler is
the leader in a form of security known
as zero trust security so when you think
of a tradition Network you basically
have a firewall around the outside which
acts like a moat to keep the bad guys
out which is great but if they get past
the moat they have free reign to access
whatever they want obviously in a
cloud-connected world where everything
is distributed and you have tons of
different connection points to different
companies customers and businesses you
need to have a better solution which is
where zero trust comes in with zero
trust every person every application
every computer on the network has to
authenticate anytime it communicates
with someone else and what really
matters here is that this is the form of
security that most Cloud native
companies need to start using and
because zscaler has been in this area so
long they are the best equipped to
incorporate new technology Trends into
it such as the power of AI now the way I
like to think about this company versus
crowd strike is crowd strike is almost
like the offensive laser turret shooting
down viruses coming towards you well
zscaler is more like the defensive wall
around each individual application that
keeps them safe AI is going to drive an
exponential increase in the number of
attacks that are launched but they're
also going to drive an exponential
increase in the number of applications
and workloads that companies like
zscaler need to protect especially with
the Advent of agentic AI okay so I'm
going to get really nerdy for about 30
seconds but agentic AI is one of the
biggest technological breakthroughs
since we've first seen chat GPT and I'm
going to guess that most people probably
haven't heard of it unless they work
directly in Tech so agentic AI is
fundamentally a whole new way of
programming in the past when you would
program something you would write lines
of code that would basically execute in
the exact same order every single time
it's great because you can write it once
and you can run it a million times if
you need to but what a gentic AI does is
let's say you write three different
programs that are very simple maybe one
is for booking hotels the next one is
for booking a car and the third one is
for scheduling a flight well what you
can do is you can use an AI agent whose
only job is to take whatever the user
tells it and pick one of these three
tools two of these tools or any
combination of them to then run so I
could go to the AI and say hey I need to
do a trip to Miami so the AI can go okay
first you're going to need to book a
flight it calls that tool then you're
going to need a hotel it calls that tool
then you're going to need a car it calls
that tool as well now that might not
sound that crazy but what becomes really
powerful is where you layer multiple
agents together so now instead of just
having a simple program that books a
hotel what if you had an agent whose job
job is just to book hotels and then they
have tools they have access to like open
the website type in the users's
information book through their credit
card then you could have a user Say Hey
I want to take a trip to Miami the agent
can then say okay I'm going to call the
hotel booking agent who will then run
all the code necessary then I'll call
the car service agent who will connect
to the programs necessary and then I'll
call the flight agent to get the flights
in order what used to be running linear
lines of code in order now becomes
building a set of tools and just giving
them to the AI to pick between what this
means is it's way easier to write
applications quickly and it means you're
going to have more points of connection
that need to be protected by a company
like zscaler unlike a lot of these
stocks zscaler hasn't seen a huge run up
in their price over the past year
they're currently just over a $25
billion company and they recently had
their first quarter of net income
profitability while growing their
revenue at 32% year-over-year at a$2
billion Revenue run rate I think the
potential behind the stock is good and
the earnings numbers are pretty good too
which is why I own 82 shares in this
company currently valued at just over
$115,000 but now let's turn away from
the moonshot potential of zscaler to a
stock that really embodies the Mantra of
why get rich quick when you can get rich
for sure so some context before we talk
about this stock which I think is going
to change the way that humans interact
with AI but I first need to talk about a
massive announcement from Microsoft that
is attempting to solve the same problem
so we can look at the difference between
the two companies so Microsoft recently
announced a new product that they call
recall the idea is it would take
screenshots of whatever you're working
from on your PC at a regular interval
and then later you could search for
Content both images and text using
natural language so maybe if someone
sent you an email of a Korean restaurant
you could search for that and
immediately get that email brought up
and this would all integrate directly
into Microsoft co-pilot seems pretty
cool but as soon as they announced it
people pointed out some issues with this
approach namely the fact that screen sh
in everything is kind of a security
disaster what if you have your bank
account open and it takes a screenshot
of your account number or maybe you
store your password as a sticky note on
your desktop I know I know you do that
and now the AI knows the password to
your accounts so a lot of these AI
stocks kind of connect to security and
that's because the only thing that
realistically can slow down ai's
advancement is the security and privacy
concerns which is why this stock took a
more privacy Centric approach than what
Microsoft did so Apple announced Apple
intelligence which they build as AI for
the rest of us this is a form of AI
built directly into iPhones iPads and
MAC machines and the idea is extremely
similar to what Microsoft is doing with
recall only done in a way that focuses
on privacy so there's basically two
layers to how this works in layer one
you're able to ask questions about stuff
that's on your phone so maybe you could
look up a note that you had written
before or pull in some information about
a contact all this AI is being run
directly on your device so you don't
have to worry about that going off to
someone else the second layer is
integration directly with open AI which
is where you can ask broader questions
or look things up on the internet via an
AI conversational interface very similar
to Microsoft co-pilot so the question
becomes if you had the option between
working with the Privacy Centric AI
tools or the non-private tools that
offer the same functionality which one
are you going to pick and I think we can
tell just from the reaction online that
people clearly prefer Apple's approach I
really think Apple nailed the banteer
between AI features and privacy and it
seems like Microsoft just kind of
ignored them and I also think that this
hints at Apple's future likely R&D
development in the past when they
incorporate a really important feature
into their products they usually
internally are working on a replacement
for that feature so right now they're
working with open AI I wouldn't be
surprised if they're hard at work
building their own AI models that they
can eventually use in place of open Ai
and we're going to be learning more
about Apple intelligence as well as
recall as time goes on and I'll be
sharing all my thoughts about that on
Instagram as well as my thoughts on any
other technology that's going to be
relevant to investors here is my entire
current stock portfolio I'll also share
this as a photo on Instagram and
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