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Advance Placement: WHAT A.I. COMPANIES SHOULD YOU INVEST IN · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland.
• 0:59
  Speaker 3: Security Artificial intelligence. That's what we left off. That's where
• 1:03
  Speaker 3: we left off last episode, so it's a good place
• 1:07
  Speaker 3: to pick up on this episode. We talked about chat
• 1:09
  Speaker 3: GBT last week, so let me ask you this, will
• 1:14
  Speaker 3: AI be the next big sector to invest in? Because
• 1:18
  Speaker 3: that's everything it's always about. Okay, I'll keep hearing about
• 1:21
  Speaker 3: artificial intelligence, but how can I make money from it?
• 1:24
  Speaker 3: Can I invest in it? Should I invest in it?
• 1:26
  Speaker 3: So what's the deal with that?
• 1:29
  Speaker 4: Yeah? I think this.
• 1:30
  Speaker 5: I want to officially say that I think the thing
• 1:32
  Speaker 5: era is dead and we are now in the building
• 1:35
  Speaker 5: stages of seeing the AI revolution takeover. So of course
• 1:39
  Speaker 5: Microsoft invested ten billion into open AI. The top four
• 1:46
  Speaker 5: is going to be a competitive landscape. I don't think
• 1:48
  Speaker 5: one company is going to dominate each other. It's going
• 1:50
  Speaker 5: to take some time. But if you want exposure to it,
• 1:54
  Speaker 5: it stock of the year that I picked the top
• 1:56
  Speaker 5: of the year Microsoft. There's a good way to get started,
• 1:59
  Speaker 5: I think because there's going to be so much competition
• 2:02
  Speaker 5: in the space and there's so much money flowing into
• 2:04
  Speaker 5: the space, we're going to see a lot of players
• 2:07
  Speaker 5: pop up with different iterations. So chat GBT pros coming
• 2:10
  Speaker 5: out soon. I heard that is amazing. There are some
• 2:13
  Speaker 5: other versions that are allowing you to see to be
• 2:16
  Speaker 5: able to build businesses. There's some startup ideas that are
• 2:19
  Speaker 5: floating around. I think AI even though This isn't the
• 2:23
  Speaker 5: true AI, if you will, This is like the consumer
• 2:26
  Speaker 5: facing AI. But this is the next wave for this decade.
• 2:30
  Speaker 5: AI is going to have a huge impact. And most
• 2:31
  Speaker 5: businesses and tech have been ran out AI for a while.
• 2:35
  Speaker 5: So Gmail, for example, has been run off consumer kind
• 2:39
  Speaker 5: of facing AI for the last five or six years.
• 2:43
  Speaker 5: But we're going to now see that at scale. It's
• 2:45
  Speaker 5: going to impact the trade market, it's going to impact
• 2:48
  Speaker 5: all startups. We talked about Google Docs and Microsoft's word integration,
• 2:53
  Speaker 5: So Microsoft, Apple and Google will be like the first
• 2:55
  Speaker 5: three players that really get involved.
• 2:58
  Speaker 4: But yeah, I think for.
• 2:58
  Speaker 5: Over the next five six years is going to be
• 3:00
  Speaker 5: one of the biggest sectors to invest in.
• 3:02
  Speaker 4: For the future.
• 3:04
  Speaker 6: There's a valuable lesson to be learned in this, and
• 3:06
  Speaker 6: that's foul where the money is going. That's one of
• 3:09
  Speaker 6: those things that you know we learn in investment, right
• 3:11
  Speaker 6: like what are the corporate companies doing? What are investment
• 3:14
  Speaker 6: funds hedge fund's doing. But when we saw the investment
• 3:17
  Speaker 6: that Microsoft made, it originally was one billion in open
• 3:20
  Speaker 6: AI and then that up to ten billion, which sells
• 3:24
  Speaker 6: you the level of importance and the value that they
• 3:26
  Speaker 6: see in it. But this is also something interesting that's happened.
• 3:28
  Speaker 6: And every time we talk about chat GBT over the
• 3:31
  Speaker 6: past three or four weeks, people have been using it.
• 3:34
  Speaker 6: It feels like, you know, like it's becoming something that's
• 3:37
  Speaker 6: become a part of the conversation now. But I feel
• 3:39
  Speaker 6: like people have been using it for the past year,
• 3:42
  Speaker 6: if not eighteen months.
• 3:44
  Speaker 4: Yeah, for sure, we have.
• 3:45
  Speaker 6: The more conversations we have about it, people are just
• 3:47
  Speaker 6: talking about it in a sense like this is the
• 3:49
  Speaker 6: thing of the future. If you haven't been on it now,
• 3:51
  Speaker 6: you need to do the research. You need to be
• 3:52
  Speaker 6: teaching people about it, you need to be teaching kids
• 3:54
  Speaker 6: about it, because this is the wave. Like there's so
• 3:57
  Speaker 6: many things that are going to be automated, and we
• 3:59
  Speaker 6: always talk about jobs out of being automated, but when
• 4:01
  Speaker 6: we're talking about in the software industry, there's a lot
• 4:05
  Speaker 6: of things that can be automated in that space as well.
• 4:07
  Speaker 4: So definitely I'm with you on that.
• 4:09
  Speaker 6: I think this is that this is one of those
• 4:10
  Speaker 6: detectors in one of these places in the future that
• 4:13
  Speaker 6: that we need to focus on.
• 4:15
  Speaker 3: So you said, all right, so let's let's peel back
• 4:17
  Speaker 3: the layers a little bit. Yeah, you said, that thing
• 4:19
  Speaker 3: is I don't want to misquote you. You said that
• 4:22
  Speaker 3: thing is old.
• 4:23
  Speaker 5: Would you say the era of fang stocks ruling the
• 4:27
  Speaker 5: tech sector is over?
• 4:28
  Speaker 4: Okay?
• 4:29
  Speaker 3: So if anybody that dose know what fang is faning
• 4:31
  Speaker 3: is Facebook form forming on the Facebook now meta Amazon, Apple, Netflix,
• 4:37
  Speaker 3: and Google Google.
• 4:38
  Speaker 5: So the only two players out of those I love
• 4:40
  Speaker 5: is really Apple and Google, and Amazon will be third.
• 4:44
  Speaker 4: So I will love Amazon.
• 4:45
  Speaker 5: Morph Basos comes back, so I know he's been on
• 4:48
  Speaker 5: t R T or ahg H and whenever he leaves Columbia,
• 4:51
  Speaker 5: well with this significant other and comes back and runs Amazon,
• 4:55
  Speaker 5: Amazon will be my favorite three again.
• 4:57
  Speaker 3: But so that was tech cartel for the last decade.
• 5:02
  Speaker 3: That's pretty much running. That has ran the NAS deck
• 5:06
  Speaker 3: and everybody. If you invested in those companies over the
• 5:08
  Speaker 3: last ten years, you made a lot of money. Obviously,
• 5:11
  Speaker 3: you know, not so much this year, last year, but
• 5:14
  Speaker 3: over the last decade, over the last fifteen, twenty years.
• 5:18
  Speaker 3: So let's talk about this all right. If those companies
• 5:20
  Speaker 3: aren't the companies to invest in, and you should be
• 5:23
  Speaker 3: investing in artificial intelligence, what companies should you invest in?
• 5:28
  Speaker 5: Great question, Apple, Microsoft, Google. I really believe that in
• 5:34
  Speaker 5: a Healthcare space either United Healthcare Eli Lilly will have
• 5:38
  Speaker 5: a big push, And if I have to pick a
• 5:42
  Speaker 5: fifth player, I think in Video will have a tremendous
• 5:45
  Speaker 5: impact in this market as well.
• 5:48
  Speaker 4: Did you guys, ernest what's up?
• 5:50
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• 5:53
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• 7:40
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 7:43
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 7:47
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 7:52
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 7:56
  Speaker 1: some of the heinous migrant criminals caught because of President
• 8:00
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 8:03
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 8:08
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:12
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 8:15
  Speaker 1: are here illegally, your next you will be fine nearly
• 8:19
  Speaker 1: one thousand dollars a day. Imprisoned and deported, you will
• 8:23
  Speaker 1: never return. But if you register using our CBP home
• 8:26
  Speaker 1: app and leave now, you could be allowed to return legally.
• 8:30
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 8:35
  Speaker 1: border and families will be protected.
• 8:38
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 8:40
  Speaker 5: See the video that came out where you can record
• 8:44
  Speaker 5: and look off the screen and then the AI will
• 8:46
  Speaker 5: take it and have you look in camera facing so
• 8:48
  Speaker 5: I can read a prompter here and it will make
• 8:52
  Speaker 5: it seem like I'm broadcasting into the camera in real time.
• 8:57
  Speaker 5: The technology that they are building in Nvidia and for
• 9:00
  Speaker 5: the consumer basis they have, it's gonna have a huge impact.
• 9:03
  Speaker 4: So when you have new technology come out.
• 9:06
  Speaker 5: Because I've been pushing this for the last year, a
• 9:10
  Speaker 5: lot of American companies have not been as innovative as
• 9:13
  Speaker 5: they should be. Therefore, they're gonna buy or acquire the
• 9:17
  Speaker 5: rights to a lot of the innovations that come out.
• 9:19
  Speaker 5: And we're seeing this very clearly with Microsoft. I think
• 9:21
  Speaker 5: in video will be that dark horse that does so
• 9:24
  Speaker 5: as well.
• 9:25
  Speaker 4: Yeah, I'm with you on that.
• 9:27
  Speaker 6: There's an article we put in the chat that was
• 9:29
  Speaker 6: at the SEMI space is gonna be is the new
• 9:34
  Speaker 6: oil of the generation, right, So I love that. If
• 9:37
  Speaker 6: we're talking about AI, you know that we're gonna need
• 9:40
  Speaker 6: video graph cards and graphic cards are gonna be able
• 9:42
  Speaker 6: to compute that, and so you got to look what's
• 9:45
  Speaker 6: going to actually create.
• 9:46
  Speaker 4: The infrastructure, right, So that's AI. We can say it's
• 9:49
  Speaker 4: the way of the future.
• 9:50
  Speaker 6: What are gonna be the pieces that are going to
• 9:52
  Speaker 6: have that running at a high level of functionality and
• 9:55
  Speaker 6: so semi obviously in my mind, make perfect sense.
• 10:00
  Speaker 4: Absolutely, So I'm looking at that industry.
• 10:02
  Speaker 6: So in video is a good one, AMD obviously with
• 10:04
  Speaker 6: other top twos, but they'll be you know, Taiwan semiconductors
• 10:08
  Speaker 6: in there as well. Those are spaces that I'm looking at,
• 10:12
  Speaker 6: and we make no secret about it, and I think
• 10:14
  Speaker 6: we spoke about this in our group CHATSH everybody that
• 10:16
  Speaker 6: was in our chat, the mark on mondays after our chat.
• 10:19
  Speaker 6: The semis are still something. I know they had a
• 10:21
  Speaker 6: pull back year last year. But we're talking about artificial intelligence.
• 10:24
  Speaker 6: Like I said, in technology, these are the things that
• 10:26
  Speaker 6: are going to be making sure that it runs at
• 10:27
  Speaker 6: a high functionality. So make sure that you're paying attention
• 10:30
  Speaker 6: to that space as well.
• 10:31
  Speaker 3: So all right, so you're you're starting five for the
• 10:35
  Speaker 3: next decade. You're saying Apple, Microsoft Video, United Healthcare or
• 10:44
  Speaker 3: Lily in Google Eli, Lilly and Google six. Six, that's
• 10:50
  Speaker 3: just six that you're going with. Yeah, Yeah, And that's
• 10:53
  Speaker 3: what you're not You're not drafting any new players. You're
• 10:59
  Speaker 3: just getting like veteran acquisitions, right because none of these
• 11:05
  Speaker 3: companies are new companies.
• 11:06
  Speaker 5: So that's a mistake to invest in new companies.
• 11:09
  Speaker 3: Usually it's a mistake to invest in new companies. Explain
• 11:12
  Speaker 3: why it's a mistake to invest in new companies.
• 11:15
  Speaker 5: Let's say hypothetically a company wants to compete with Apple.
• 11:21
  Speaker 5: I always say investing companies that have the top five
• 11:23
  Speaker 5: market cap because they can go buy up. Like once again,
• 11:27
  Speaker 5: if Tim Cook gets upset right now because of what
• 11:29
  Speaker 5: Elon has been doing on Twitter. He can go by
• 11:32
  Speaker 5: Tulsa today cash if you wanted to now what they
• 11:35
  Speaker 5: allow it to sell. It to happen, maybe not, but
• 11:38
  Speaker 5: they have the cash on hand to do so. There's
• 11:39
  Speaker 5: no different than Sony. Like if Lola Brooks becomes a
• 11:44
  Speaker 5: new Nicki Minaj, yes she can go independent, or Sony
• 11:47
  Speaker 5: could come grabber or in the Scope could come grabber
• 11:50
  Speaker 5: and they can rebrand her in the light that they see.
• 11:53
  Speaker 4: Right.
• 11:54
  Speaker 5: So we have to look at these major companies as
• 11:57
  Speaker 5: the same way, like a record label will run. So
• 12:00
  Speaker 5: when fifty cent wasn't the hottest thing on Earth, Interscope
• 12:02
  Speaker 5: did not fall off. They found other artists to invest in,
• 12:05
  Speaker 5: another sound to invest in. So it's really about holding
• 12:10
  Speaker 5: the companies that are innovative, but the ones that will
• 12:14
  Speaker 5: acquire the innovation. Like Napster went app none of those
• 12:21
  Speaker 5: companies really benefited from the music industry, even though they
• 12:25
  Speaker 5: were the pioneers that walked in streaming and sharing. Apple
• 12:29
  Speaker 5: was the one that destroyed the music industry while profiting
• 12:31
  Speaker 5: from it. I truly believe Microsoft and Apple will do
• 12:34
  Speaker 5: the same thing in AI. And if the artificial womb
• 12:38
  Speaker 5: plant matrix plant begins to happen, at scale. I won't
• 12:42
  Speaker 5: be surprised if Apple, Microsoft, and Eli literally moved there
• 12:45
  Speaker 5: as well. The companies with the biggest bags are usually
• 12:48
  Speaker 5: going to win. It's been the case since the beginning
• 12:51
  Speaker 5: of time. The players may change, but if you look
• 12:53
  Speaker 5: at a company like IBM, when you don't shift or
• 12:57
  Speaker 5: let's say Salesforce or Adobe, if you don't transition fast enough,
• 13:01
  Speaker 5: that's when you get left behind. Is when you don't
• 13:04
  Speaker 5: invest in the new technologies that are there. The biggest
• 13:06
  Speaker 5: companies are always going to win, though.
• 13:10
  Speaker 3: My graduates from my school being force back drop bag drop,
• 13:16
  Speaker 3: Mike drop backdrop droft.
• 13:28
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 13:32
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 13:36
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 13:40
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 13:44
  Speaker 1: some of the heinous migrant criminals caught because of President
• 13:48
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 13:52
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 13:56
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 14:00
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 14:03
  Speaker 1: are here illegally, your next you will be fined nearly
• 14:07
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 14:11
  Speaker 1: never return. But if you register using our CBP home
• 14:15
  Speaker 1: app and leave now, you could be allowed to return legally.
• 14:19
  Speaker 1: Do what's right. Leave now. Under President Trump America's laws,
• 14:24
  Speaker 1: border and families will be protected.
• 14:26
  Speaker 2: Sponsored by the United States Department of Homeland Security,