Latest / Earn Your Leisure / Why Intel Isn’t a Buy, the AI Funding Bubble, and Market Timing Tips...

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Why Intel Isn’t a Buy, the AI Funding Bubble, and Market Timing Tips... · Earn Your Leisure

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  Speaker 2: If the government is invested in something, they obviously have
• 1:55
  Speaker 2: an incentive for it to do well for sure, right,
• 1:59
  Speaker 2: and they have resources to kind of make sure that
• 2:02
  Speaker 2: they do well on certain levels. Correct. So should you
• 2:04
  Speaker 2: invest in Intel now? It's this is this is this
• 2:07
  Speaker 2: the by signal why Intel stock? I would not, I
• 2:12
  Speaker 2: don't and I won't. I would not And.
• 2:14
  Speaker 1: It's not because of the like I said, the risk
• 2:17
  Speaker 1: mitigation of having government involvement.
• 2:19
  Speaker 3: It's a good trade out of the long term investment.
• 2:21
  Speaker 2: Right.
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  Speaker 1: What they do is the reason why I wouldn't invest
• 2:25
  Speaker 1: in it. How far they are behind in what they
• 2:27
  Speaker 1: do is why I would invest in it. Right, Like
• 2:29
  Speaker 1: we talked about it a few weeks ago in terms
• 2:31
  Speaker 1: of GPUs and turn the CPUs where they're at in
• 2:34
  Speaker 1: placement of innovation for the next three to five years. Yeah,
• 2:39
  Speaker 1: I don't feel like though, Yeah, twenty billion at it.
• 2:43
  Speaker 1: The race that you have to catch up is so
• 2:46
  Speaker 1: it's so grand that I wouldn't touch it right now.
• 2:49
  Speaker 1: What cream on scat is still scat Scott because scat
• 2:56
  Speaker 1: it is what it is.
• 2:58
  Speaker 3: But I'm but you have to give them credit for
• 3:06
  Speaker 3: at least trying to do something to turn these companies around.
• 3:10
  Speaker 3: Posts just throw money at it from like if it
• 3:13
  Speaker 3: was just us or if it was Shark Tank or
• 3:16
  Speaker 3: Blackstone or Blackrock.
• 3:18
  Speaker 1: No, what have issue with this?
• 3:20
  Speaker 3: Should it happen? Probably not, But we cannot The economy
• 3:25
  Speaker 3: is so fragile it cannot contain the fallout if this
• 3:30
  Speaker 3: company actually went under.
• 3:33
  Speaker 1: Yeah, and it's crazy chaut out to the chat again.
• 3:37
  Speaker 1: And I I forgot to mention when we say the
• 3:39
  Speaker 1: government money, that really is taxpayer money for sure. So yeah,
• 3:44
  Speaker 1: your money, your money, Yeah, save American companies and put some.
• 3:48
  Speaker 2: Questions in chat because we are a live so we
• 3:51
  Speaker 2: are answering questions. Yeah, MIT reports that ninety percent of
• 3:55
  Speaker 2: artificial intelligence investments are currently unprofitable. What does that tell.
• 4:01
  Speaker 3: Us that the AI funding bubbles coming to an end?
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  Speaker 3: And I think Meta guys reported on this and I
• 4:10
  Speaker 3: put it in the stock club as well. I think
• 4:13
  Speaker 3: about it like this. Two weeks ago and three weeks ago,
• 4:16
  Speaker 3: you have founders that had never sold a product and
• 4:18
  Speaker 3: had no revenue. We're turning down multi billion dollar offers.
• 4:21
  Speaker 3: I don't know where they went to business school, but
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  Speaker 3: rashot if they offer the billion something market, mondays, you
• 4:26
  Speaker 3: can sign for me the sign why me? So the
• 4:31
  Speaker 3: bubble in terms of the large language models are done
• 4:36
  Speaker 3: for now. There would be some a lot of focus
• 4:38
  Speaker 3: on sector specific llms and growth over the next two
• 4:43
  Speaker 3: or three years. But every company and as well, I
• 4:46
  Speaker 3: always say go to best of breed. But once you
• 4:49
  Speaker 3: have a category, there's only going to be a few leaders.
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  Speaker 3: You're not going to have nineteens that are incredibly profitable.
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  Speaker 3: Even in the defense space, it's going to be the
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  Speaker 3: legacy defense company is now with the AI driven and
• 5:01
  Speaker 3: tech driven, you're gonna have palatin and or those are
• 5:04
  Speaker 3: leaders are set. So I think everyone that comes in
• 5:07
  Speaker 3: copying and it is not the pre eminent leader in
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  Speaker 3: that sector, they're gonna get slaughtered.
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  Speaker 2: Yeah.
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  Speaker 1: I think that was the exact point I was gonna make.
• 5:16
  Speaker 1: And I'm glad you said they're gonna be a few leaders,
• 5:18
  Speaker 1: and there's gonna be those hyper scalers and if they
• 5:21
  Speaker 1: don't lead, they're gonna acquire the company that they think
• 5:24
  Speaker 1: could be the potential thing that changes it. I think
• 5:28
  Speaker 1: the reason why we see that statizens because people are
• 5:30
  Speaker 1: trying to make the next greatest innovation and it takes
• 5:34
  Speaker 1: a lot of capital to do that right. And I
• 5:36
  Speaker 1: agree with the people who are getting the capital a
• 5:39
  Speaker 1: lot of times don't look like us. But that that's
• 5:41
  Speaker 1: why you have to have things like invest fast and
• 5:44
  Speaker 1: again Papolar judge investing in AI and investing in scale.
• 5:47
  Speaker 1: But there are places where there is a rate of
• 5:50
  Speaker 1: return and we can focus on. Like I was like, right,
• 5:53
  Speaker 1: let me look it up. So inside of AI, what
• 5:55
  Speaker 1: has been working now from a business standpoint right, customer
• 5:59
  Speaker 1: service and service automation? Why that could be Jack told
• 6:04
  Speaker 1: you he created technology over the weekend.
• 6:07
  Speaker 3: Yeah, yeah, things are taking six months.
• 6:10
  Speaker 1: Yeap, eighteen months and twenty people. He did it in
• 6:13
  Speaker 1: a weekend by himself in his house, right, So if
• 6:15
  Speaker 1: you can do customer service and service number one, that
• 6:18
  Speaker 1: brings down the cost of business and it also makes
• 6:20
  Speaker 1: it more efficient. So that has been working inside of
• 6:22
  Speaker 1: the AI space, back office operations and admin tasks. I
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  Speaker 1: mean we know that on a daily basis just from
• 6:28
  Speaker 1: our personal lives how that works, and healthcare and life sciences.
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  Speaker 1: So this is a good when AI twos and medical imaging,
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  Speaker 1: drug discovery, and clinical trial optimizations, those have been winning.
• 6:38
  Speaker 1: If you look at the statistics of what inside of
• 6:41
  Speaker 1: AI has been winning at a small scale, that has
• 6:44
  Speaker 1: been winning. The large scale things that the chat GBT
• 6:48
  Speaker 1: of the world, that's going to take a lot of time,
• 6:50
  Speaker 1: a lot of capital. Even when we saw with deep
• 6:52
  Speaker 1: Sea like yeah, yeah they said it was when you
• 6:56
  Speaker 1: did the numbers, it actually came out to being almost
• 6:59
  Speaker 1: seven billion. These are astronomical numbers. If you if you
• 7:03
  Speaker 1: can focus in these key points and then build on
• 7:05
  Speaker 1: top of those, yeah, you could be super successful. But
• 7:07
  Speaker 1: right now, everybody's trying to find the next thing. They're
• 7:09
  Speaker 1: trying to find the vo three. They're trying to find,
• 7:12
  Speaker 1: you know, but.
• 7:14
  Speaker 3: Sometimes the leader is just like put it in Chat.
• 7:17
  Speaker 3: I will invest in the hold Chat GPT and open
• 7:21
  Speaker 3: A has seven hundred and fifty million weekly users. No,
• 7:28
  Speaker 3: I don't remember a tech company like we're talking about.
• 7:31
  Speaker 3: They're getting into like Microsoft ninety five operating System ninety
• 7:36
  Speaker 3: eight territory in terms of market share that they've captured.
• 7:40
  Speaker 3: Why would you bet against that? It's insane. Even in video,
• 7:45
  Speaker 3: my love for and video for anyone who built computers,
• 7:47
  Speaker 3: like they had eighty percent of market share in twenty
• 7:50
  Speaker 3: seventeen twenty nineteen, they've only gotten bigger. You can kind
• 7:54
  Speaker 3: of see the change. Going back to the eye test,
• 7:58
  Speaker 3: you don't see the love for Apple as much as
• 8:00
  Speaker 3: you used to maybe ten years prior. These are things
• 8:03
  Speaker 3: you can see and feel. That's real sentiment. Stop betting
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  Speaker 3: against the winner.
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  Speaker 4: Yeah.
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  Speaker 1: The other part was do we know the real from
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  Speaker 1: the figure? I think we know who the reel are
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  Speaker 1: for sure. It's not very clear. There will be companies
• 8:14
  Speaker 1: that will come in as the technology gets better and
• 8:17
  Speaker 1: be disruptive. Right if we could find out That's why
• 8:19
  Speaker 1: I think what's important inside of business, like what's the
• 8:22
  Speaker 1: problem that we can solve. Right, there will be companies
• 8:26
  Speaker 1: that will problems that we're not thinking of now because
• 8:30
  Speaker 1: the technology is so great and it's so efficient and
• 8:32
  Speaker 1: it's so expedited, that will come and do it.
• 8:37
  Speaker 2: So okay. Somebody had a question. They said in the past,
• 8:42
  Speaker 2: y'all said, September is a month that historically prices drop.
• 8:47
  Speaker 2: Should we wait for a September drop before purchasing?
• 8:51
  Speaker 3: The market drops every month, Yes, by the prices on
• 8:56
  Speaker 3: the price that I get, respectfully, humbly. But if I
• 8:58
  Speaker 3: made you money, please put yes in chat. Yes, by
• 9:00
  Speaker 3: every month technically if you want, if you want to
• 9:04
  Speaker 3: be a technician, go to the month chart we charge.
• 9:06
  Speaker 3: They charged talked about it. Yes, so they didn't go
• 9:08
  Speaker 3: to a lower timeframe. There's a drop in the market
• 9:10
  Speaker 3: every day, but September, yes, that will be a pullback,
• 9:14
  Speaker 3: just like there was a drop in August historically, which
• 9:17
  Speaker 3: happened last Wednesday. The thing is when the drop happens,
• 9:22
  Speaker 3: it's like if I drop fifty grand on stage and
• 9:24
  Speaker 3: it went off and the crowd will go get it.
• 9:26
  Speaker 3: These drops happen on a Wednesday, then y'all don't go
• 9:28
  Speaker 3: pick up them. Not y'all but the general republic. When
• 9:31
  Speaker 3: the market drops, please go get the money out of
• 9:34
  Speaker 3: the market place. But September, on our first episode, I
• 9:37
  Speaker 3: would be so happy to give you prices for whatever
• 9:40
  Speaker 3: stocks you guys want to tune into market. Monday is
• 9:43
  Speaker 3: the first Monday is September, and it'll be a free
• 9:45
  Speaker 3: for all own pricing. Yeah.
• 9:47
  Speaker 1: Historically that has been the case, but this is a
• 9:50
  Speaker 1: very unconventional year, So just be prepared for all of it, right.
• 9:54
  Speaker 1: We always talk about having reserves and being ready and
• 9:57
  Speaker 1: dollar cost averaging into positions, because hey, if Nvidia pulled
• 10:01
  Speaker 1: down to one seventy three, that could potentially be that
• 10:03
  Speaker 1: the lows is going to be for the next two month.
• 10:05
  Speaker 1: We don't know, right, but we want to make sure
• 10:07
  Speaker 1: that we invested from our company.
• 10:08
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