Happy Sunday!

The markets were up and down and up again. Translation - it’s fragile. There’s so many articles and videos about an impending bubble, and then everyone becomes surprised at the retail investor resiliency. I’ll try to make a video in the next two weeks with my take on it. We are at extreme highs and pull-backs are normal, but I am not on the bubble train. To me, this is very different from the dot-com bubble. But my perspective is different where I met with executives from several different major companies for the US about 2 weeks ago. Every single company I spoke with, think Consumer Packaged Goods (CPG) companies, stated they are all fighting to figure out how to leverage AI. To say we are in the very beginning stages, is an understatement. That means that companies offering the solutions are about to have a major influx in revenue and growth. Many companies tried to create AI solutions internally, and they failed. This goes back to the MIT report I spoke about a few weeks back, where 95% of corporate AI projects fail. Because companies realize it’s hard to do on their own. Now they need to begin to outsource to the experts.

To me, this means that AI, Robotics, Data Centers, Nuclear, Quantum, and Energy companies have a lot more room for growth. Once companies figure out AI, then work forces will change, and those companies will see a large growth in margins. The early adopters will race ahead, and that’s something to keep an eye on.

Thanks,

Brian

Top Reads of the Day

🎁 Investors use dot‑com era playbook to dodge AI bubble risks Investors shifting away from the most frothy “AI hype” names toward somewhat more grounded plays

🎁 What we know about energy use at U.S. data centers amid the AI boom Data centers currently represent ~4% of U.S. electricity use; that is projected to more than double by 2030.

🎁 $78.25‑Billion Workflow Automation Market — Global Forecast to 2035 Report projects global workflow automation industry will hit ~$78 billion by 2035 at ~21% CAGR

👍 Today’s Video: My Quantum Playbook - How I’d Invest $100 in Quantum

👍 This Week’s video: Top Undervalued Tech Stock. I look at a few stocks that viewers wanted to know if they are undervalued, like Applied Digital, Qualcomm, Consensus Cloud, etc.

👍 Here’s the link to my portfolio. Keep in mind I share this for educational purposes. I am not giving any financial advice.

👍 We took our kids to Boise last week to see friends, whitewater raft, and see a BSU football game. We had a blast at the game, despite having the worst seats imaginable. We all hit our head on that freaking pipe. It’s pretty comical that seats like this exist. Gotta see the humor in life.

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