Today's Buyers Are Tomorrow's Winners - Stocks To Buy Today

Best of Us Investors
6 Mar 202417:05

Summary

TLDRIn this video, the speaker passionately discusses the transformative potential of artificial intelligence (AI) and its ability to provide access to the world's knowledge. The speaker believes AI will dramatically enhance decision-making capabilities across various domains, from investments to climate. To identify the companies driving this AI revolution, the speaker meticulously analyzes their research and development spending, considering it a telltale sign of future growth. The speaker shares a detailed spreadsheet tracking companies' financials, aiming to uncover the stocks poised to deliver the rewards of AI advancements. With an emphasis on investing in the future rather than chasing current trends, the speaker invites viewers to join this journey of harnessing AI's power for personal betterment.

Takeaways

  • 👨‍💻 The speaker believes AI will give access to all the world's knowledge, enhancing one's intellectual capabilities and decision-making abilities across various domains.
  • 🧠 The speaker wants to identify companies investing heavily in AI research and development, as they are likely to be the ones enabling this AI-driven future.
  • 📈 Snowflake, Intel, and Meta are highlighted as companies spending a significant portion of their revenue on R&D, indicating their commitment to AI advancement.
  • 💻 The speaker tracks companies' R&D spending as a percentage of revenue to gauge their potential role in the AI revolution.
  • 🔍 Companies like Nvidia, AMD, and Supermicro are seen as crucial infrastructure providers, enabling the AI applications developed by other companies.
  • 📊 A spreadsheet is used to analyze companies' financials, analyst ratings, fair value, and potential returns based on AI-driven growth projections.
  • 🎯 The speaker aims to identify companies that are currently sacrificing short-term earnings for long-term AI capabilities, viewing it as an investment in the future.
  • 💡 The underlying belief is that AI will significantly enhance knowledge accessibility and decision-making capabilities across sectors like investing, health, and climate.
  • 🚀 Companies like Rambus and Cadence are highlighted as potentially undervalued AI plays due to their high R&D spending.
  • 🔑 The key is to anticipate where the AI "puck" is going, not just where it currently resides, requiring patience and understanding of the driving forces.

Q & A

  • What is the main topic of the video script?

    -The main topic is artificial intelligence (AI) and its potential impact on accessing knowledge and transforming life. The speaker discusses investing in companies that are driving AI development and infrastructure.

  • Why does the speaker want to know which companies are buying products from companies like NVIDIA, AMD, and Micron?

    -The speaker believes that the companies buying these AI-related products are likely to be the ones that will provide access to the vast knowledge and capabilities enabled by AI. By investing in these companies, the speaker hopes to benefit from the transformative potential of AI.

  • How does the speaker determine which companies to invest in?

    -The speaker has created a 'cheat sheet' that tracks various metrics for companies he believes are involved in AI development. One key metric is the percentage of revenue spent on research and development (R&D), which he sees as an indicator of a company's commitment to advancing AI.

  • What is the significance of Snowflake's high R&D spending according to the speaker?

    -The speaker views Snowflake's 46% of revenue spent on R&D as a 'no-brainer' indicator that the company is aggressively investing in its future and AI capabilities. This high level of spending, despite negative short-term earnings impact, signals to the speaker that Snowflake is a player worth considering for investment.

  • How does the speaker's investment approach differ from simply chasing current high-performing stocks?

    -The speaker emphasizes that he is not interested in 'chasing the puck' (i.e., investing in companies that are already successful). Instead, he wants to identify companies that are 'going to where the puck is going' – those that are investing heavily in AI now to position themselves for future growth and transformation.

  • What is the purpose of the 'cheat sheet' the speaker refers to?

    -The 'cheat sheet' is a tool the speaker has created to track various metrics and data points for companies he believes are involved in AI development. It helps him analyze and compare these companies to identify potential investment opportunities based on factors like R&D spending, earnings, analyst ratings, and fair value estimates.

  • Why does the speaker mention the government awarding Intel $1 billion?

    -The speaker cites the government's $1 billion award to Intel as further evidence that Intel is a company worth considering for investment. The award is intended to support Intel's efforts to create semiconductor foundries in the United States, aligning with the speaker's belief that Intel is investing heavily in AI and advanced computing capabilities.

  • What is the speaker's overall investment philosophy as expressed in the script?

    -The speaker's overall investment philosophy is to identify and invest in companies that are actively investing in AI and related technologies, even if it comes at a short-term cost. He believes these companies are positioning themselves to provide transformative access to knowledge and capabilities enabled by AI, which will ultimately benefit investors who recognize and capitalize on this trend.

  • How does the speaker view the potential impact of AI on people's lives?

    -The speaker sees AI as a transformative technology that will provide people with access to all the knowledge in the world, allowing them to make better decisions and improve their lives in various areas, such as investing, food choices, and addressing climate issues. He believes AI will essentially enhance people's intellectual capabilities and decision-making abilities.

  • Why does the speaker mention the example of a hypothetical drug that could improve physical attributes?

    -The speaker uses the hypothetical example of a drug that could enhance physical attributes as an analogy to illustrate his perspective on AI. Just as he would want access to such a drug for a better life, he wants access to the knowledge and capabilities that AI can provide to improve his mind and decision-making abilities.

Outlines

00:00

🤖 Understanding the Transformative Power of AI

In this paragraph, the speaker expresses frustration that some people do not truly comprehend the significance and potential of artificial intelligence (AI) in shaping our future. He believes AI will provide access to the world's collective knowledge, enabling better decision-making across various domains like investing, health, and climate. The speaker draws an analogy, likening AI's impact to a hypothetical drug that could enhance physical traits. However, instead of altering the body, AI will enhance the mind by granting access to invaluable knowledge, provided one knows the right questions to ask.

05:01

🧠 Identifying Key Players in the AI Revolution

The speaker discusses his approach to identifying the companies at the forefront of the AI revolution. He examines research and development (R&D) spending as an indicator of investment in AI-enabling technologies like GPUs and robots from companies like NVIDIA, AMD, and Symbotic. The speaker is particularly interested in finding out which companies are purchasing these cutting-edge products, as they are likely to be the ones driving the AI revolution and ultimately improving the speaker's life. He shares his analysis of major tech companies' R&D expenditures from the previous video.

10:03

📊 Analyzing R&D Spending to Spot AI Leaders

Building upon the previous discussion, the speaker delves deeper into analyzing R&D spending as a predictor of future success in the AI space. He highlights companies like Snowflake, Intel, and Rambus that have dedicated a significant portion of their revenue to R&D, indicating their commitment to advancing AI technologies. The speaker contrasts this with companies like Taiwan Semiconductor and Broadcom, which have lower R&D spending ratios, potentially signaling a lesser focus on AI innovation. Additionally, the speaker examines outliers like RXRX, a drug discovery company with high R&D spending due to its use of NVIDIA's GPUs for drug development.

15:03

🔮 Investing in the Future of AI

In this concluding paragraph, the speaker reiterates his belief that AI will significantly improve lives by providing unprecedented access to knowledge. He emphasizes the importance of identifying the companies investing heavily in AI, as they are likely to shape the future and offer lucrative investment opportunities. The speaker advocates for a forward-thinking approach, focusing on where the "puck is going" rather than where it currently is. He views his analysis and sharing of information as a means to help others make informed investment decisions and capitalize on the transformative potential of AI.

Mindmap

Keywords

💡Artificial Intelligence

Artificial Intelligence (AI) refers to the development of computer systems capable of performing tasks that typically require human intelligence, such as visual perception, speech recognition, decision-making, and language translation. In the context of the video, the speaker believes AI will give him access to all the knowledge in the world, comparable to a hypothetical drug that could enhance physical attributes. He sees AI as a transformative technology that will revolutionize how we access and process information, ultimately enabling better decision-making in various aspects of life.

💡GPU (Graphics Processing Unit)

A GPU is a specialized electronic circuit designed to rapidly manipulate and alter memory to accelerate the creation of images in a frame buffer intended for output to a display device. The speaker mentions companies like NVIDIA, AMD, and Intel that manufacture GPUs, which are critical hardware components for running AI and machine learning workloads. He wants to know who is buying these GPUs because they will be the ones driving the development and deployment of AI technologies that can change his life.

💡Research and Development (R&D)

Research and Development (R&D) refers to the investigative activities a company undertakes to improve existing products and procedures or to lead to the development of new products and processes. The speaker closely examines the percentage of revenue various companies spend on R&D, believing that higher spending indicates a commitment to developing AI and related technologies that will shape the future. He sees companies like Snowflake, which spent 46% of revenue on R&D, as potential leaders in this space.

💡Stocks

Stocks represent ownership shares in a publicly-traded company. The speaker maintains a portfolio of stocks that he believes will be the providers of this new knowledge base enabled by AI. He analyzes various financial metrics, such as earnings per share, analyst ratings, and fair value, to identify stocks he wants to purchase at specific target prices. His goal is to invest in companies at the forefront of AI development, which he believes will be instrumental in shaping the future.

💡Investment Decisions

Investment decisions refer to the process of evaluating and selecting financial assets, such as stocks or bonds, to purchase or sell based on various factors, including potential risks and returns. The speaker's primary objective is to make better investment decisions by identifying companies that are investing heavily in AI research and development, as he believes these companies will be the driving force behind the transformative power of AI. His analysis of R&D spending, among other factors, informs his investment decisions.

💡Earnings per Share (EPS)

Earnings per Share (EPS) is a financial ratio that measures a company's profitability by dividing its net income by the total number of outstanding shares. The speaker tracks EPS over the past years for the stocks in his portfolio, as it provides insight into a company's financial performance and potential for growth. Higher EPS generally indicates a company's ability to generate more profits, which could translate into higher stock valuations and returns for investors.

💡Analyst Ratings

Analyst ratings are recommendations provided by financial analysts who evaluate a company's performance, industry trends, and potential for growth or decline. The speaker considers analyst ratings for the stocks in his portfolio, as these ratings can influence investor sentiment and provide a professional assessment of a company's prospects. Positive analyst ratings may signal potential opportunities for investment, while negative ratings may warrant further investigation.

💡Fair Value

Fair value is an estimate of the intrinsic worth of a company's stock based on its financial performance, assets, and future growth prospects. The speaker uses fair value calculations alongside other metrics to determine target prices at which he wants to buy specific stocks in his portfolio. Purchasing stocks below their perceived fair value could potentially yield higher returns if the market eventually recognizes and adjusts to the stock's true value.

💡Price-to-Earnings (P/E) Ratio

The Price-to-Earnings (P/E) ratio is a valuation metric that compares a company's current share price to its earnings per share. The speaker calculates the potential future price of a stock based on its current P/E ratio and projected earnings. This analysis helps him estimate the potential return on investment if he purchases the stock at its current price. A lower P/E ratio may indicate an undervalued stock with potential for price appreciation.

💡Foundries

In the context of semiconductor manufacturing, foundries are facilities that specialize in the fabrication of silicon chips for other companies that design and market the chips. The speaker mentions that the US government awarded Intel $1 billion to create foundries in the United States, reducing dependence on Taiwan for advanced semiconductors. This highlights the strategic importance of semiconductor manufacturing and the potential growth opportunities for companies like Intel in this space.

Highlights

The speaker believes that artificial intelligence will give him access to all the knowledge of the world, comparable to a drug that enhances his physical appearance and abilities.

The speaker wants to know which companies are buying hardware like GPUs and chips from companies like Nvidia, AMD, and Micron because they will be the ones changing his life through artificial intelligence.

The speaker analyzed which companies are spending the most on research and development, as an indicator of who is investing in artificial intelligence capabilities.

The speaker found that the companies spending the highest percentages of their revenue on research and development are Snowflake (46%), Intel (46%), Meta (27%), and Rambus (34%).

The speaker believes that companies investing heavily in research and development, even if it negatively impacts their earnings in the short term, are positioning themselves for future growth and success in artificial intelligence.

The speaker is trying to identify where the "puck" (opportunities in artificial intelligence) is going, rather than where it currently is, by analyzing companies' research and development spending.

The speaker has created a "cheat sheet" that tracks various companies' financial metrics, analyst ratings, and research and development spending to help him make better investment decisions in artificial intelligence.

The speaker believes that companies like Snowflake and Rambus, which are spending a high percentage of their revenue on research and development, may know something others don't and are positioning themselves for the future of artificial intelligence.

The speaker is sharing his thought process and investment strategy related to artificial intelligence companies, with the belief that artificial intelligence will significantly improve people's lives by providing access to vast knowledge.

The speaker is surprised by Taiwan Semiconductor's relatively low research and development spending (8% of revenue), as he expected them to be investing more in advanced semiconductor technologies.

The speaker notes that a company like RxRx, which Nvidia acquired, has an extremely high research and development spending percentage (292%) due to its low revenue but significant investment in drug discovery using artificial intelligence.

The speaker contrasts companies like Rambus, which are investing heavily in research and development for future growth, with companies like Super Micro Computer, which has a low research and development spending (4%) because they are primarily an assembly and manufacturing company.

The speaker acknowledges that the research and development spending percentage needs to be considered in the context of the company's overall revenue, as a lower percentage for a larger company like Amazon (15%) may still represent a significant investment.

The speaker sees Intel's high research and development spending (46%) and the $1 billion government award to build foundries in the US as positive signs for the company's future in advanced semiconductors.

The speaker mentions that the transcript includes a discussion about his daughter's "Hotel Yorba" sign, which was a tribute to her love for Jack White, the musician.

Transcripts

play00:02

I got a comment from my yesterday's

play00:04

video that said that what's the purpose

play00:07

of all this artificial intelligence and

play00:10

that I'm coming off as a construct of

play00:13

all of this hype and what's the purpose

play00:16

of it and that really puzzled me because

play00:19

it bothers me that I I think there are

play00:21

people who do not really understand what

play00:23

artificial intelligence is and what it

play00:26

the meaning of it is and how it's going

play00:28

to change our world and what an

play00:30

opportunity it presents my my belief is

play00:34

that this is going to give me access to

play00:37

all the knowledge of the world so so

play00:40

comparable if if Eli Lily made a drug

play00:43

that uh I could ingest and it would make

play00:46

me beautiful it give me uh three more

play00:48

inches of height it it build up my

play00:51

muscle mass uh it'd make my hair thicker

play00:54

and my eyes Bluer and I'd be the

play00:57

handsomest dude in the world I'd want to

play00:59

know where I could get that and have

play01:01

access to it so that I could have a

play01:03

better life and and that's what I think

play01:06

is happening but it's not my body that's

play01:08

going to change it's my mind that's

play01:10

going to change it's going to give me

play01:12

access to all the knowledge of the world

play01:14

so that all I need to know is what are

play01:17

the questions I need to ask and so when

play01:20

I see Nvidia and and uh super macro and

play01:24

advanc Advanced Micro Devices and

play01:27

symbiotics and micron selling this

play01:30

product that is going to change the

play01:33

world I want to know because they're not

play01:36

really making the product they're making

play01:39

the infrastructure that is going to make

play01:42

the product available I want to know

play01:44

who's buying it because whoever is

play01:46

buying uh Jensen's computers or not

play01:49

computers but uh gpus is going to change

play01:53

my life so I need to know who's buying

play01:55

them who's buying uh the the super

play01:58

macros computers who's who's buying uh

play02:00

symbotic robots who's buying amd's new

play02:04

Chips if I know who's buying them then I

play02:07

know who's going to then give me that

play02:10

drug that's going to or that that's

play02:12

going to give my mind the ability to

play02:15

become a smarter a more intellectual and

play02:17

make better in decisions whether it's

play02:19

investment whether it's food whether

play02:21

it's climate what whatever I want to

play02:24

know who the companies are so yesterday

play02:27

in the video I went and I looked and

play02:30

who's spending the most in in in

play02:33

research and development and I came up

play02:36

with the biggest spender is uh is

play02:38

probably snowflake um and then the

play02:41

second bigger biggest was Intel and Then

play02:44

followed by uh meta I I did all that in

play02:47

yesterday's video so then I said okay uh

play02:51

let's take that even further you have

play02:53

this portfolio of some 37 stocks that

play02:56

you believe and when I say you I mean me

play02:59

uh are going to be the the uh the

play03:02

providers of this new knowledge base

play03:05

that's going to change my life um so uh

play03:09

who who in that group is spending money

play03:13

this last year to give them access to um

play03:18

to nvidias and and super micros and amds

play03:22

to to their tools that are going to

play03:25

change my world who who who are they so

play03:28

what I then did was go through and

play03:31

search each one of these 30 some stocks

play03:34

and find out what exactly did they spend

play03:36

last quarter or last year on research

play03:40

and development and I think that'll give

play03:42

me some insight as who the major players

play03:45

are and and who who who is going to

play03:48

deliver the the rewards from the

play03:52

purchase of uh nvidia's gpus um Nvidia

play03:57

last year sold 61 billion billion dollar

play04:00

worth of gpus and and other chips that's

play04:04

up from 26 billion well who bought them

play04:07

okay and and and where are they where

play04:09

are they headed right now and how are

play04:12

they going to be used and processed to

play04:15

change my life and that's what I want to

play04:16

take you to my computer and and take you

play04:19

to my cheat sheet and show you on the

play04:20

cheat sheet where I've shared that

play04:23

information so that you can look at it

play04:25

and say okay I now see that snow lake

play04:30

has has uh spent

play04:32

46% of its last year's revenue on

play04:35

research and development and has hired

play04:38

an additional or is hiring an additional

play04:40

thousand people I believe they're a

play04:42

player and and I'll be damned if their

play04:44

stock isn't down today it because they

play04:48

are spending money because they are

play04:51

hiring people so it is negatively

play04:54

affecting their earnings today but my

play04:59

God what it's going to do for their

play05:00

earnings in the future so I want to go

play05:03

even deeper and find out who else is

play05:06

following snowflakes path and is going

play05:09

to weather the storm we'll get at that

play05:12

right after I share that this is not

play05:14

Financial advice this is just me

play05:17

[Music]

play05:20

ranting best of us investors presents

play05:23

carry Greek

play05:25

[Music]

play05:28

mire okay this is my original cheat

play05:31

sheet and it's where I list the bus uh

play05:34

13 and the bus 12 uh stocks the bus 13

play05:38

is basically those stocks who have the

play05:40

data and have the capabilities of

play05:43

building the infrastructure that we're

play05:45

going to need to make artificial

play05:46

intelligence available and then bus 12

play05:49

is that of um those stocks that I

play05:53

believe that are going to uh deliver

play05:56

that to us the software in other words

play05:58

this is the hardware this is is the

play05:59

software and what I do is uh track their

play06:03

their earnings per share over the past

play06:05

years uh I track analysts ratings of

play06:09

what their their future price will be I

play06:12

look at Tech I look at fair value and

play06:14

then I come up with a price that I want

play06:16

to buy the stock at uh irrelevant of

play06:20

what it is right now this is where I

play06:22

want to buy it such as right now Apple's

play06:25

selling for 170 I want to buy at 165 and

play06:29

if I do uh this tells me what my

play06:33

potential return would be based on my

play06:36

projections of future price of 35% and

play06:39

so I do that with every stock um and and

play06:41

track them and change these numbers as

play06:44

their earnings change now what I did was

play06:47

take this and say okay this is all based

play06:50

on uh if I if I buy it at the at the

play06:53

price I want to buy it okay so then I

play06:56

said well let's take that variable out

play06:59

and and let's say I buy it at the price

play07:02

it is today what is my potential return

play07:06

again based on um analysis High uh Tech

play07:11

uh readings fair value and and then I've

play07:14

ENT entered another element and that is

play07:17

the price based on uh in the future

play07:21

price based on its current PE ratio so

play07:25

if in fact its uh earnings go up to uh

play07:30

in in Apple's case to

play07:35

$657 and it has a PE ratio of

play07:40

$27.77 what would its price be and it

play07:43

says it's

play07:44

$182 based on then a a an average of

play07:50

these four num four five numbers I would

play07:53

make 18% on the stock if I bought it at

play07:56

today's price so that's what that is now

play07:59

then what I'm talking about earlier is I

play08:02

want that now to say who who is spending

play08:06

the money on the future who and and how

play08:09

will that equate into my purchase price

play08:13

and my willingness to buy and so what I

play08:15

did was go in and and uh create a a a

play08:20

formula to derive of what

play08:23

percentage uh of their revenues did

play08:27

Apple spend last year on research and

play08:31

development because I believe that's

play08:33

going to tell me how many GPU chips they

play08:36

bought if that's appropriate for what

play08:38

their business is and so I then go down

play08:43

and I come up with that number and as

play08:45

you can see then I have highlighted

play08:47

those where it seems to be High

play08:51

um here you see CN uh cdns uh it spent

play08:56

35% Intel as we said spent 46 meta

play09:01

27 um Nvidia

play09:04

14 um here we have Qualcomm 23 rambus 34

play09:11

so you can see that this gives me some

play09:14

guidance of who's playing in the future

play09:17

uh this one surprised me uh Taiwan

play09:20

semiconductor only 8% I I and again this

play09:25

serves as a flag and and that says does

play09:28

that mean that they aren't investing in

play09:31

new methods they aren't buying and I

play09:33

know this is true they are not buying

play09:36

asml um new um bus new uh tools so they

play09:42

they have a lower investment number um

play09:46

and then you can see some that are

play09:47

outrageous such as rxrx this is the

play09:50

stock that Nvidia bought some of just uh

play09:55

um two weeks ago and then bought some

play09:57

back uh July and

play09:59

2023 and the stock shot up and now it's

play10:02

retreating and this is a drug Discovery

play10:05

company and the reason its its uh

play10:09

percentage of revenues is so high is

play10:12

they don't have a lot of revenues and

play10:14

they're spending a lot of money uh

play10:16

buying uh uh uh Jensen's um um gpus to

play10:22

help them uh discover drugs uh I right

play10:26

now am not in the market to buy that I

play10:28

think there are other better

play10:30

opportunities such as here here is

play10:33

rambus and again uh you can see rambus

play10:36

has a tremendous history of uh 38% last

play10:40

year um and and year to date though

play10:43

they're down 3% well why is that well

play10:47

they they make semiconductors and some

play10:49

of them are uh geared towards the EV

play10:52

industry and the EV industry is down but

play10:54

yet they are spending 34% of last year's

play10:58

revenues on research and development to

play11:01

better their position in the future and

play11:03

that would tell me that's the kind of

play11:05

company that I want to invest in well

play11:08

then why is super macro uh computers

play11:11

only at 4% because they're a they're a

play11:13

factory they they they basically put the

play11:16

parts together and put them in a box and

play11:20

then sell that box for

play11:22

$250,000 they aren't they aren't

play11:24

developing um processes to make the uh

play11:29

the silicone chip uh more heat less less

play11:32

more have greater ability to repel heat

play11:35

they aren't in that business so they

play11:37

are't in research and development so

play11:40

again that's that's something that I

play11:42

need to look at and I'll give you an

play11:45

example here I have not been high on um

play11:50

on broadcom and I and and and yet they

play11:54

have had a very good run uh they're up

play11:57

115% year to date uh and and their price

play12:01

is going going up but they only spent

play12:04

15% and again that that 15% of what

play12:08

makes a big difference um as you can see

play12:11

uh Amazon spent 15% or yes 15% but they

play12:16

are spending 15% of a much bigger number

play12:19

than rambus is okay uh so that needs

play12:23

some sorting through as well what I want

play12:26

to share with you and and and the whole

play12:28

Purp purpose of all this is how do you

play12:31

make better investment decisions how do

play12:33

you find the stocks and sort them

play12:36

through to to say these people are

play12:40

investing in the future and maybe it it

play12:43

costs them in the present as far as

play12:46

stock price but I've got to believe and

play12:49

I and I'll come back to it over and over

play12:51

again snowflake is is a no-brainer

play12:54

because they are spending 46% of the

play12:58

revenues they generated last year to

play13:02

make their company better than it was

play13:06

the preceding year and if I if I live in

play13:09

a community and I see someone who is

play13:13

buying up all the real estate uh and

play13:16

paying exorbitant prices for it I have

play13:19

to say to myself they know something I

play13:21

don't know and I need to dig and find

play13:24

out what it is they know and I think

play13:27

that is what snow flake is is showing me

play13:31

um I think that's what rambus is showing

play13:34

me I think that's what Cadence possibly

play13:37

should show me I don't know a lot about

play13:40

Cadence I know they're a design company

play13:42

uh but what I'm looking for is okay what

play13:46

is what's The Telltale sign why is Intel

play13:50

spending

play13:52

46% and then you tie to that the

play13:56

government just awarded him $1 billion

play13:59

in additional money to spend for

play14:03

creating foundaries here in the United

play14:05

States so that we aren't dependent on

play14:08

Taiwan for our Advanced semiconductors

play14:11

so does that make sense it does to me so

play14:15

again I said it in yesterday's video I'm

play14:17

looking for where the puck is going I'm

play14:20

not looking for where it is right now

play14:22

right now it's in Nvidia and super

play14:25

macros Court are they going to get that

play14:29

exponential growth from here that I

play14:32

think I will get with I Intel and a

play14:37

possibly snowflake that's how I think if

play14:41

that's how you want to think if that's

play14:43

the kind of information you want me to

play14:46

tickle your brain with and say that

play14:48

makes sense I'm not chasing the puck I'm

play14:52

going to where the puck is going and

play14:53

I've got the patience as long as I have

play14:56

the understanding of what's making it

play15:00

happen and what's making it happen is a

play15:03

promise to you that you are going to

play15:06

have a much better life in the future as

play15:08

a result of artificial intelligence all

play15:11

the knowledge in the world is going to

play15:13

be at your fingertips all you're going

play15:15

to need to know is what questions do I

play15:18

need to ask so that I can I can be ahead

play15:21

of the rest of the world such as right

play15:24

now that's what I believe I'm delivering

play15:25

to you the question you should be asking

play15:29

is of the $61

play15:32

billion that Nvidia took

play15:35

in who spent it who's investing in their

play15:40

future and thus I can invest in them as

play15:43

well that's what this cheat sheet is

play15:46

telling you you can have access to it uh

play15:50

we're it's on sale yes 50% off look in

play15:54

the description and and join our

play15:56

platform and I'll give you access this

play16:00

is on the website and I change it every

play16:02

day uh I update it I bring it to where

play16:06

it helps me that's that's what this is

play16:09

all about helping me make better

play16:11

investment decisions and I'm opening the

play16:14

door and saying here's what I use and

play16:18

here's the logic I use behind it if that

play16:21

can be helpful for you then I want to

play16:23

help you all right Carrie grink retired

play16:26

financial adviser uh also got a comment

play16:29

on my hotel y yba sign that was that

play16:33

would belonged to my daughter who passed

play16:35

away from cancer a Big Jack White fan so

play16:37

talk to you again

play16:39

[Music]

play16:57

tomorrow

play17:02

[Music]

Rate This

5.0 / 5 (0 votes)

Related Tags
AIInvestingTechInnovationKnowledgeFutureOpportunitiesDataEarningsStocks