Transcripts - AMA
The AI Revolution is driving hundreds of billions of dollars of incremental spending on data centers and the highest-end chips, and is likely to help profit margins in many industries in the next two to three years.
Revolution Investing Research
Anyway, Meta is actually one of our highest-rated AI companies because it is in the sweet spot of (1) having clear near-term monetization ability from AI; and (2) significant trillion-dollar upside potential with its Metaverse and AGI kickers.
Trade Alert
If you cannot tell by now, we are aggressively cleaning up the portfolio which means making very, very hard choices with respect to our holdings.
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If you take the advancement of AI, automation, and robotics to its ultimate conclusion, then basically all valuable human effort will be replaced by machines. Therefore, the natural hedge to losing your job to a robot is to own the robot that replaces you.
Revolution Investing Research
And it won't take eight or nine years for The AI Revolution to enable the new form factors (robots, most importantly, the humanoid robot form factors) that will change our world and society writ large forever.
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Google is tied for second (with Meta (META) and Tesla (TSLA)) in our AI Strategy Framework with an AI Rating of 8.1/10. We think Google’s holistic approach, unique platform, vertical integration, massive scale, and deep history and experience with AI will propel the company’s next leg of growth.
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NVIDIA’s AI strategy going forward is fairly simple and the company does not face the same question that is facing the Sexy 6 (which is how will they monetize AI?). GPUs will continue to be the most sought-after chips for AI processing.
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It’s fascinating to wonder where Apple would be today, and what it would be doing in AI, if Steve Jobs were still at the helm.
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Apple will be asked about its AI strategies over and over on the earnings conference call and Timmy Apple (as Trump once called Tim Cook in public)
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There are seven US-based companies that have been worth a trillion dollars and we have been in six of them for many years, long before they were called the “Magnificent 7” (we also had you all in bitcoin back in 2013 at $120 too!).
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It’s Fried-day. What a week of earnings reports, market volatility, hard work and I even went to a ballet at Spencer Theatre in Alto, NM last night. Made me miss living in NYC where you can buy a ticket to the greatest ballet performances on a whim. Long-time readers
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And yes, the Republican-Democrat Regime has spent my entire lifetime running huge deficits because they all get greedy when they get into office and nobody in either party ever wants to do the right thing and stop spending/borrowing endless money from the people.
