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4 Recession-Proof Stocks That Are Totally AI-PROOF · Earn Your Leisure

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  Speaker 1: Let's talk about for AI proof stocks to invest in.
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  Speaker 1: And actually saw something today. Well, I'll let you say
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  Speaker 1: you're four.
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  Speaker 2: Yeah, you go ahead.
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  Speaker 1: They were talking about Walmart. They was talking about you know,
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  Speaker 1: I think Walmart's on fourteen percent. This shit FROCKT and Gamble.
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  Speaker 1: There's a few of those type of consumer staple stocks.
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  Speaker 1: And the theory is that AI. Everybody's scared of an
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  Speaker 1: AI bubble. Everybody's scared that artificial intelligence is overpriced and
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  Speaker 1: it's just too much. So when in times of uncertainty,
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  Speaker 1: you go back to what you know, everybody knows Walmart,
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  Speaker 1: everybody knows you got to use toothpaste, everybody knows you
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  Speaker 1: gotta use life essentials. A lot of the other stuff
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  Speaker 1: is just hypothetical, could potentially happen. Robotics could potentially be
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  Speaker 1: one hundred million humanoid robots. Who knows. But I think
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  Speaker 1: that you know, if you look at those stocks that
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  Speaker 1: are performing the MACS for the year and now performing
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  Speaker 1: the market overall for the year, those consumer staple type
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  Speaker 1: of stocks, So those stocks have done well, and I
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  Speaker 1: think it's a direct correlation to people being nervous about
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  Speaker 1: artificial intelligence.
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  Speaker 2: Absolutely, you want to go in Yeah, it's mentioned you
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  Speaker 2: mentioned Walmart is number one on my list from a
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  Speaker 2: technological standpoint. When their profit margins are low their competitor Amazon,
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  Speaker 2: Walmart does not get looked at as a technical logical behemoth.
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  Speaker 2: But over the last ten years they've done an incredibly
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  Speaker 2: great job at rey investing in there. So Walmart for
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  Speaker 2: me is number one, Amgen is number two, Eli Lilly
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  Speaker 2: is number three, and Low's is number four. If I
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  Speaker 2: have to take away all tech facing, Walmart is one
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  Speaker 2: for sure, am Jine and Lily. It's like having Coping
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  Speaker 2: and Jordan on the same team, like now you got
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  Speaker 2: to pick your poison. And then Lows doesn't get talked
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  Speaker 2: about enough in that space for how well they're managing
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  Speaker 2: their company and managing margins and continuing to innovate. So
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  Speaker 2: those are the four I will lean on if I
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  Speaker 2: couldn't look at if I was worried about an AI
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  Speaker 2: bubble or AI disruption. Those are four that I wouldn't
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  Speaker 2: have to worry about for ten to twenty years that
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  Speaker 2: it will be okay, all right.
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  Speaker 3: I appreciate those are I mean, that's all. I love
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  Speaker 3: to hear your opinions first, because I'm like, damn right, Well,
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  Speaker 3: I'm not gonna say that one. I did have Walmart
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  Speaker 3: as well. I think, like I think that everything that
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  Speaker 3: you guys said was dope. I'm going to go My
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  Speaker 3: first one is Caterpillar And I know it feels like
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  Speaker 3: this is like the AI story because of the energy,
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  Speaker 3: But prior to it being an AI story, it was
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  Speaker 3: a strong category leader in the space. Profitability was clean.
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  Speaker 3: I mean, are we going to stop needing construction equipment
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  Speaker 3: anytime soon?
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  Speaker 1: Right?
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  Speaker 3: If industrials are performing the way they are right now,
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  Speaker 3: then that means positive science for a company like Caterpillars,
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  Speaker 3: So that would be one in mind. And I mean
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  Speaker 3: you can just see how it's performing in addition to
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  Speaker 3: the energy constraints that we have here, how it's performing
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  Speaker 3: with that added segment. Calipillars were doing great. We had
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  Speaker 3: a company on our class the other day and they
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  Speaker 3: gave away a gem. And when I'm gonna say Ian,
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  Speaker 3: I know you're gonna have a reaction. I think Monster Energy.
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  Speaker 2: Is one of the ones you gotta have for sure, quiet,
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  Speaker 2: no pun intent.
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  Speaker 3: But when when you talk about leader in the category again,
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  Speaker 3: profitability clean, balance sheets thro down in my nose. The
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  Speaker 3: recurring demand for energy drinks that's not going where cash
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  Speaker 3: flow is good. And you look at its return since
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  Speaker 3: its inception fifty it's performing again well crass, it's absolutely ridiclous, ridiculous.
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  Speaker 3: The ticker is m NST Monster Energy. I mean brand
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  Speaker 3: partnerships continue to grow, uh international, it has a stronghold.
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  Speaker 3: That is one of the ones that it just even
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  Speaker 3: like like I said, like this year, we're still here
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  Speaker 3: to date where we were up eleven percent. When yeah,
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  Speaker 3: I mean I'm performing a max seven. It is you know,
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  Speaker 3: I think only one of them, maybe two of them
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  Speaker 3: are positive for the year. I mean video is one,
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  Speaker 3: so that would be one. And then this is this
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  Speaker 3: is this is a tricky one. Walmart was there. I
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  Speaker 3: had cloud Flare on there because it's AI adjacent. But
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  Speaker 3: AI is going to need cloud Fare in a way
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  Speaker 3: that I do. I know, it got pulled back a
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  Speaker 3: little bit. The software will be needed to help AI.
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  Speaker 1: Right.
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  Speaker 3: It was a business prior to it, and we watched
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  Speaker 3: that run up when it was eighty five dollars we
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  Speaker 3: were talking about this company got up to one hundred
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  Speaker 3: and forty five and ran past that as well. But
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  Speaker 3: when I when I talk about cloud flat and some
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  Speaker 3: from a security standpoint, people like, well, what does it do?
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  Speaker 3: I'm like, you know, when you try to low into
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  Speaker 3: a site and it asks you like pick out the
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  Speaker 3: three bicycles, Yeah, to authenticate your actual human that's cloud Flair,
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  Speaker 3: Or when you got the puzzle piece that you got
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  Speaker 3: to slide over to make it, yeah and match it right, Like,
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  Speaker 3: AI can't do that just yet, right, so you still
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  Speaker 3: need the human piece to do that to authentic ze,
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  Speaker 3: authenticate the person that is doing the transaction. Cloud Fair
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  Speaker 3: does that. As we get more in depth into AI
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  Speaker 3: and we see like how are we going to authenticate
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  Speaker 3: actual human interaction? I think it plays a major role
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  Speaker 3: in that. I would put that in there. And obviously
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  Speaker 3: I have wal Martyrs for so that would be mine. Yeah.
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  Speaker 2: And to the person in chat who asks how these
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  Speaker 2: are AI proof stocks? So if we are going into
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  Speaker 2: an AI bubble or AI deruption, these are the companies
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  Speaker 2: that are safe from that bubble. Not the best stock's
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  Speaker 2: one best thing. We've covered that endlessly two or three
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  Speaker 2: years ago.