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AI Factories - $NVDA, $TSLA & $META
Meta $META and Tesla $TSLA are the only companies building "AI Factories" to develop their own AI products and services. That means Tesla is buying A LOT of NVIDIA chips for #FSD.
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Stagflation, NVDA Earnings, Guitar Practice, And Much More
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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The Grand Tesla AI Slam, Or, The AI/Robot Wedding
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
AMA - Meme Stocks Are Back, Google I/O Thoughts, Elon's Pay Package, And Much More
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
Meta Money, Or, The Influencers AGI
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
Trade Alert: The Portfolio Cleanup Continues
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.
Trade Alert
Trade Alert/Portfolio Cleanup (Selling some, And Some Puts)
Over-diversification can actually become a hindrance to performance and part of good portfolio management is being disciplined enough to stay in the stocks that you have the highest conviction in and move on from those that you don’t.
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Amazon, The Robot King, Or: Amazon AI Services (AAIS)
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
Fear v. Greed, UBER Earnings, HOOD's SEC Problem, And Much More
Writing these helps us crystalize our thoughts and be more objective with respect to each company. The AI score definitely plays a role in our overall investment thesis, as it encompasses a lot of the standard things that we evaluate with any company, like its Revolutionary rating, ability to scale.
Revolution Investing Research
The AI Revolution Ain't Nothing Compared To The Robotics Revolution
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 All You Need, Or: The OG AI Company
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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The AI Juggernaut, Or: NVIDIA Is Almost “AI Diva” Spelled Backwards
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.