Revolution Investing Research
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
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.
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To be clear, much of the remaining premium that is still baked into Tesla (even though it is down 43% YTD) is because of the multiple trillion dollar kickers the company has like Robotaxi/FSD, Model 2, Optimus Robot, Dojo AI, Energy Storage, etc.
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I think most people will love their Cybertruck with its amazing technology, its functionality, and perhaps most of all, the fact that you can drive it around the countryside and not ding it from running over small trees or other obstacles.
Trade Alert
EUV is a fascinating technology and there is a reason that no other chip equipment maker (aka SemiCap) like Lam Research (LRCX) or Applied Materials (AMAT) has been able to offer a competitor to ASML’s EUV machines.