1 00:00:00,120 --> 00:00:04,360 Speaker 1: Let's talk about for AI proof stocks to invest in. 2 00:00:04,360 --> 00:00:08,440 Speaker 1: And actually saw something today. Well, I'll let you say 3 00:00:08,440 --> 00:00:08,920 Speaker 1: you're four. 4 00:00:11,680 --> 00:00:13,040 Speaker 2: Yeah, you go ahead. 5 00:00:13,760 --> 00:00:16,320 Speaker 1: They were talking about Walmart. They was talking about you know, 6 00:00:16,320 --> 00:00:20,720 Speaker 1: I think Walmart's on fourteen percent. This shit FROCKT and Gamble. 7 00:00:22,960 --> 00:00:26,760 Speaker 1: There's a few of those type of consumer staple stocks. 8 00:00:27,400 --> 00:00:31,560 Speaker 1: And the theory is that AI. Everybody's scared of an 9 00:00:31,560 --> 00:00:35,360 Speaker 1: AI bubble. Everybody's scared that artificial intelligence is overpriced and 10 00:00:35,400 --> 00:00:39,200 Speaker 1: it's just too much. So when in times of uncertainty, 11 00:00:39,240 --> 00:00:42,639 Speaker 1: you go back to what you know, everybody knows Walmart, 12 00:00:42,680 --> 00:00:45,159 Speaker 1: everybody knows you got to use toothpaste, everybody knows you 13 00:00:45,159 --> 00:00:47,720 Speaker 1: gotta use life essentials. A lot of the other stuff 14 00:00:47,760 --> 00:00:52,239 Speaker 1: is just hypothetical, could potentially happen. Robotics could potentially be 15 00:00:52,280 --> 00:00:55,880 Speaker 1: one hundred million humanoid robots. Who knows. But I think 16 00:00:55,920 --> 00:00:58,920 Speaker 1: that you know, if you look at those stocks that 17 00:00:58,960 --> 00:01:02,520 Speaker 1: are performing the MACS for the year and now performing 18 00:01:02,560 --> 00:01:06,640 Speaker 1: the market overall for the year, those consumer staple type 19 00:01:06,680 --> 00:01:10,920 Speaker 1: of stocks, So those stocks have done well, and I 20 00:01:10,959 --> 00:01:14,000 Speaker 1: think it's a direct correlation to people being nervous about 21 00:01:14,040 --> 00:01:15,000 Speaker 1: artificial intelligence. 22 00:01:16,040 --> 00:01:20,319 Speaker 2: Absolutely, you want to go in Yeah, it's mentioned you 23 00:01:20,360 --> 00:01:24,360 Speaker 2: mentioned Walmart is number one on my list from a 24 00:01:24,440 --> 00:01:29,200 Speaker 2: technological standpoint. When their profit margins are low their competitor Amazon, 25 00:01:29,800 --> 00:01:33,760 Speaker 2: Walmart does not get looked at as a technical logical behemoth. 26 00:01:34,319 --> 00:01:36,560 Speaker 2: But over the last ten years they've done an incredibly 27 00:01:37,240 --> 00:01:40,039 Speaker 2: great job at rey investing in there. So Walmart for 28 00:01:40,080 --> 00:01:43,919 Speaker 2: me is number one, Amgen is number two, Eli Lilly 29 00:01:44,000 --> 00:01:47,760 Speaker 2: is number three, and Low's is number four. If I 30 00:01:47,840 --> 00:01:53,760 Speaker 2: have to take away all tech facing, Walmart is one 31 00:01:53,840 --> 00:01:56,760 Speaker 2: for sure, am Jine and Lily. It's like having Coping 32 00:01:56,800 --> 00:01:58,960 Speaker 2: and Jordan on the same team, like now you got 33 00:01:58,960 --> 00:02:02,960 Speaker 2: to pick your poison. And then Lows doesn't get talked 34 00:02:02,960 --> 00:02:06,840 Speaker 2: about enough in that space for how well they're managing 35 00:02:07,520 --> 00:02:12,400 Speaker 2: their company and managing margins and continuing to innovate. So 36 00:02:12,440 --> 00:02:14,120 Speaker 2: those are the four I will lean on if I 37 00:02:14,160 --> 00:02:15,880 Speaker 2: couldn't look at if I was worried about an AI 38 00:02:15,880 --> 00:02:18,880 Speaker 2: bubble or AI disruption. Those are four that I wouldn't 39 00:02:18,919 --> 00:02:20,799 Speaker 2: have to worry about for ten to twenty years that 40 00:02:21,160 --> 00:02:23,160 Speaker 2: it will be okay, all right. 41 00:02:23,200 --> 00:02:25,440 Speaker 3: I appreciate those are I mean, that's all. I love 42 00:02:25,480 --> 00:02:27,880 Speaker 3: to hear your opinions first, because I'm like, damn right, Well, 43 00:02:27,919 --> 00:02:29,600 Speaker 3: I'm not gonna say that one. I did have Walmart 44 00:02:29,639 --> 00:02:32,680 Speaker 3: as well. I think, like I think that everything that 45 00:02:32,720 --> 00:02:35,480 Speaker 3: you guys said was dope. I'm going to go My 46 00:02:35,480 --> 00:02:39,040 Speaker 3: first one is Caterpillar And I know it feels like 47 00:02:39,560 --> 00:02:41,960 Speaker 3: this is like the AI story because of the energy, 48 00:02:42,440 --> 00:02:44,519 Speaker 3: But prior to it being an AI story, it was 49 00:02:44,560 --> 00:02:48,760 Speaker 3: a strong category leader in the space. Profitability was clean. 50 00:02:50,600 --> 00:02:53,280 Speaker 3: I mean, are we going to stop needing construction equipment 51 00:02:53,960 --> 00:02:54,760 Speaker 3: anytime soon? 52 00:02:54,919 --> 00:02:55,040 Speaker 1: Right? 53 00:02:55,080 --> 00:02:57,160 Speaker 3: If industrials are performing the way they are right now, 54 00:02:57,160 --> 00:03:00,000 Speaker 3: then that means positive science for a company like Caterpillars, 55 00:03:00,080 --> 00:03:03,400 Speaker 3: So that would be one in mind. And I mean 56 00:03:03,440 --> 00:03:05,560 Speaker 3: you can just see how it's performing in addition to 57 00:03:05,800 --> 00:03:08,800 Speaker 3: the energy constraints that we have here, how it's performing 58 00:03:08,840 --> 00:03:12,119 Speaker 3: with that added segment. Calipillars were doing great. We had 59 00:03:12,919 --> 00:03:16,320 Speaker 3: a company on our class the other day and they 60 00:03:16,360 --> 00:03:19,240 Speaker 3: gave away a gem. And when I'm gonna say Ian, 61 00:03:19,280 --> 00:03:22,320 Speaker 3: I know you're gonna have a reaction. I think Monster Energy. 62 00:03:22,080 --> 00:03:25,000 Speaker 2: Is one of the ones you gotta have for sure, quiet, 63 00:03:26,240 --> 00:03:26,880 Speaker 2: no pun intent. 64 00:03:27,440 --> 00:03:34,600 Speaker 3: But when when you talk about leader in the category again, 65 00:03:34,920 --> 00:03:38,840 Speaker 3: profitability clean, balance sheets thro down in my nose. The 66 00:03:38,960 --> 00:03:41,880 Speaker 3: recurring demand for energy drinks that's not going where cash 67 00:03:41,880 --> 00:03:44,640 Speaker 3: flow is good. And you look at its return since 68 00:03:44,680 --> 00:03:52,800 Speaker 3: its inception fifty it's performing again well crass, it's absolutely ridiclous, ridiculous. 69 00:03:52,880 --> 00:03:57,000 Speaker 3: The ticker is m NST Monster Energy. I mean brand 70 00:03:57,040 --> 00:04:01,920 Speaker 3: partnerships continue to grow, uh international, it has a stronghold. 71 00:04:02,400 --> 00:04:04,640 Speaker 3: That is one of the ones that it just even 72 00:04:04,720 --> 00:04:06,960 Speaker 3: like like I said, like this year, we're still here 73 00:04:07,000 --> 00:04:10,440 Speaker 3: to date where we were up eleven percent. When yeah, 74 00:04:10,480 --> 00:04:14,120 Speaker 3: I mean I'm performing a max seven. It is you know, 75 00:04:14,200 --> 00:04:16,200 Speaker 3: I think only one of them, maybe two of them 76 00:04:16,240 --> 00:04:18,479 Speaker 3: are positive for the year. I mean video is one, 77 00:04:19,760 --> 00:04:24,360 Speaker 3: so that would be one. And then this is this 78 00:04:24,400 --> 00:04:27,240 Speaker 3: is this is a tricky one. Walmart was there. I 79 00:04:27,279 --> 00:04:31,359 Speaker 3: had cloud Flare on there because it's AI adjacent. But 80 00:04:32,360 --> 00:04:36,160 Speaker 3: AI is going to need cloud Fare in a way 81 00:04:36,320 --> 00:04:37,840 Speaker 3: that I do. I know, it got pulled back a 82 00:04:37,880 --> 00:04:42,800 Speaker 3: little bit. The software will be needed to help AI. 83 00:04:43,240 --> 00:04:43,360 Speaker 1: Right. 84 00:04:43,440 --> 00:04:45,359 Speaker 3: It was a business prior to it, and we watched 85 00:04:45,360 --> 00:04:47,040 Speaker 3: that run up when it was eighty five dollars we 86 00:04:47,279 --> 00:04:49,679 Speaker 3: were talking about this company got up to one hundred 87 00:04:49,680 --> 00:04:53,560 Speaker 3: and forty five and ran past that as well. But 88 00:04:53,880 --> 00:04:55,600 Speaker 3: when I when I talk about cloud flat and some 89 00:04:55,680 --> 00:04:58,080 Speaker 3: from a security standpoint, people like, well, what does it do? 90 00:04:58,200 --> 00:05:00,320 Speaker 3: I'm like, you know, when you try to low into 91 00:05:00,400 --> 00:05:03,600 Speaker 3: a site and it asks you like pick out the 92 00:05:04,000 --> 00:05:09,760 Speaker 3: three bicycles, Yeah, to authenticate your actual human that's cloud Flair, 93 00:05:10,279 --> 00:05:11,960 Speaker 3: Or when you got the puzzle piece that you got 94 00:05:12,000 --> 00:05:17,400 Speaker 3: to slide over to make it, yeah and match it right, Like, 95 00:05:17,480 --> 00:05:19,680 Speaker 3: AI can't do that just yet, right, so you still 96 00:05:19,720 --> 00:05:22,680 Speaker 3: need the human piece to do that to authentic ze, 97 00:05:23,040 --> 00:05:26,520 Speaker 3: authenticate the person that is doing the transaction. Cloud Fair 98 00:05:26,600 --> 00:05:30,120 Speaker 3: does that. As we get more in depth into AI 99 00:05:30,440 --> 00:05:32,640 Speaker 3: and we see like how are we going to authenticate 100 00:05:32,839 --> 00:05:35,680 Speaker 3: actual human interaction? I think it plays a major role 101 00:05:35,720 --> 00:05:37,480 Speaker 3: in that. I would put that in there. And obviously 102 00:05:37,760 --> 00:05:41,159 Speaker 3: I have wal Martyrs for so that would be mine. Yeah. 103 00:05:41,200 --> 00:05:43,480 Speaker 2: And to the person in chat who asks how these 104 00:05:43,560 --> 00:05:47,600 Speaker 2: are AI proof stocks? So if we are going into 105 00:05:47,640 --> 00:05:51,320 Speaker 2: an AI bubble or AI deruption, these are the companies 106 00:05:51,320 --> 00:05:53,960 Speaker 2: that are safe from that bubble. Not the best stock's 107 00:05:54,000 --> 00:05:57,320 Speaker 2: one best thing. We've covered that endlessly two or three 108 00:05:57,400 --> 00:05:57,880 Speaker 2: years ago.