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Here’s the transcript from today’s Live Q&A Chat: First, let’s address the elephant in the chat room — the Rocket Lab (RKLB) sell. Look, I hate selling it. I’ve had a lot of money, ego and time wrapped up in Rocket Lab and selling it
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First off, we’ll do chat today at 3:00pm ET in the TradingWithCody.com Chat Room or as always you can email us at support@tradingwithcody.com. Also, please follow us on our new LinkedIn Page. “It’s not the note you play that’s the wrong note – it’
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The Republican-Democrat Regime has always borrowed as much money as possible and printed as much money as they think they can away with for my entire lifetime and it’s going to come back to roost someday, but I’m not sure it’s coming tomorrow.
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Now let’s get into Tesla’s AI strategy. Tesla has a unique AI strategy because it is the only Mag 7 company that is solely focused on building AI that knows how to understand, navigate, and interact with the physical world.
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.
