# THE AI BUBBLE IS BURSTING? ⚠️ 4 Tech Stocks I’d Hold No Matter What

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 18 Jul 2026, 22 min.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/eca29816-6fd3-4396-ac7d-b48b0169d530/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

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## Transcript

[0:00] Speaker 1: AI bubble warning. There's been a recent AI bubble warning issued,
[0:03] Speaker 1: a new one. What's your thoughts on this.
[0:08] Speaker 2: I don't know if bubble is the right term, but
[0:11] Speaker 2: a few institutions have issued this warning. We'll get to
[0:15] Speaker 2: Alex in a second. I do think that the AI
[0:20] Speaker 2: promise has not been delivered. Like I asked a question
[0:24] Speaker 2: last week and it was slightly controversial for whatever reason
[0:27] Speaker 2: after but shot to everyone of Microsoft, love you guys,
[0:31] Speaker 2: seal it from bottle of my heart, one of my
[0:32] Speaker 2: favorite companies of all time, sat to one of my
[0:34] Speaker 2: favorite CEOs ever better than Tim Cook, et.
[0:37] Speaker 3: Cetera, et cetera.
[0:38] Speaker 2: You can't run your business off co pilot like for
[0:42] Speaker 2: all the automations that we have and shot to perplexity
[0:47] Speaker 2: and everything's tied done, Shot to leash you little still
[0:51] Speaker 2: to this day, I can't set up all these agents
[0:55] Speaker 2: and then just go off to Mexico and do no
[0:59] Speaker 2: work for two week and come back and the agents
[1:01] Speaker 2: have everything done. The first company that provides that kind
[1:06] Speaker 2: of premise and return they're going to And as a result,
[1:09] Speaker 2: with even AI not delivering is as well as it should.
[1:12] Speaker 2: It's obliterated the software category. So bubble no, I think
[1:17] Speaker 2: people forget Even in the dot com era, it took
[1:20] Speaker 2: a while for things to be calibrated. I don't think
[1:22] Speaker 2: it will take that long. But I think we may
[1:24] Speaker 2: be three or four years off from having systems of
[1:28] Speaker 2: scale and tech at scale that it really allows you
[1:32] Speaker 2: to offload your workforce and the cost isn't so high
[1:36] Speaker 2: to be able to do so. So I wouldn't say bubble,
[1:39] Speaker 2: but it hasn't delivered on the return that it was
[1:41] Speaker 2: initially promised. If you can lay off your workforce and
[1:45] Speaker 2: enjoy more of your life and be off grid and
[1:48] Speaker 2: just to let the lllms run in the background, like
[1:50] Speaker 2: that premise, isn't there, Like, I don't, do you guys
[1:52] Speaker 2: know of anyone. I've asked this question to probably two
[1:55] Speaker 2: hundred people over the last year. No one is just
[2:00] Speaker 2: leaving their business to be run solely by lol.
[2:05] Speaker 4: Yeah, yeah, the idea.
[2:08] Speaker 5: I mean, I think one of the greatest minds that
[2:11] Speaker 5: has lived through both and his business has been benefited
[2:15] Speaker 5: tremendously because of it, spoke on this recently. Jeff Bezos
[2:20] Speaker 5: was asked about the bubble, and he said, I want
[2:22] Speaker 5: you to think of it like this. Right now, businesses
[2:25] Speaker 5: are being done in terms of picks and shovels, right
[2:29] Speaker 5: like people are manually doing the work. He said, think
[2:32] Speaker 5: of AI as a bulldozer. So if you were digging
[2:36] Speaker 5: with a pick and the shovel, well, bulldozer is about
[2:39] Speaker 5: to come and make everything happen a lot faster, more efficiently,
[2:45] Speaker 5: and have more skill and so the actual tax won't
[2:49] Speaker 5: be replaced. How we get the task done will be altered.
[2:53] Speaker 5: So companies will survive, some some will falter, but that's business,
[2:59] Speaker 5: and that's what happens inside of revolutions, especially in the
[3:03] Speaker 5: technology space. And he has a great vantage point because
[3:07] Speaker 5: in nineteen ninety seven, yeah, look at what his company
[3:10] Speaker 5: was and in twenty twenty six, obviously he's not the
[3:14] Speaker 5: CEO anymore, but look at what that company has grown to,
[3:17] Speaker 5: right because he was able to adapt, he was able
[3:20] Speaker 5: to use the technology to his advantage, and he was
[3:22] Speaker 5: able to scale it. So that's how we got to
[3:24] Speaker 5: have to look at it. The AI bubble. We've been
[3:27] Speaker 5: talking about this thing for.
[3:28] Speaker 4: At least eighteen months now.
[3:31] Speaker 5: Man, I'm like, okay, okay, if there's gonna be a bubble,
[3:33] Speaker 5: let's find the companies that are going to be here
[3:36] Speaker 5: when this.
[3:37] Speaker 4: So caught bubble burst, who will be the standing companies?
[3:41] Speaker 5: I think we were spot on with the ones that
[3:43] Speaker 5: we've been saying for sure, the time will tell, and
[3:46] Speaker 5: I think we're going to be on the right side
[3:47] Speaker 5: of it.
[3:49] Speaker 4: The thoughts.
[3:51] Speaker 1: Bubble is relative, I feel like, yeah, there's a lot
[3:55] Speaker 1: of companies that well, it just actually leads to an
[3:58] Speaker 1: als car Cliff. Actually, look, let's play this. Let's let's
[4:02] Speaker 1: play the clip from Atlas because that this kind of
[4:04] Speaker 1: just leads into this conversation.
[4:07] Speaker 6: The Alex carb going CNBC last week and torch the
[4:10] Speaker 6: entire AI business model, like Becky Quick had to stop
[4:12] Speaker 6: a mid rant like you sound pretty angry, and his response,
[4:16] Speaker 6: this is the voice of American Business Channel through me.
[4:19] Speaker 6: I mean his rants, they're usually pretty epic, but I
[4:21] Speaker 6: think he hit on two sticking points that a really
[4:22] Speaker 6: decide how AI diffuses through the economy. Number one is
[4:26] Speaker 6: that enterprises are losing trust in a lot of these
[4:28] Speaker 6: AI model companies. He's saying because they're not safe, and
[4:31] Speaker 6: safe is a little bit different than you think. So
[4:32] Speaker 6: let's hear him out.
[4:33] Speaker 7: Safe because it doesn't touch your unlearning data. Safe because
[4:36] Speaker 7: it prevents a large language model from caching your data
[4:38] Speaker 7: and replicating your business safe because it doesn't transfer your
[4:41] Speaker 7: ip of how to fight secret data, top secret data
[4:44] Speaker 7: or in a clinical context.
[4:46] Speaker 6: And the second is that a lot of these large
[4:47] Speaker 6: enterprise customers are now wanting to own the entire AI stack,
[4:51] Speaker 6: compute models, their data, all of it. Again, take it away, Alex.
[4:54] Speaker 6: Here's the structural problem that he's calling out. Your edge
[4:57] Speaker 6: as a company depends on that proprietary data. Your AI
[5:00] Speaker 6: vendor depends on their models getting smarter, and how do
[5:03] Speaker 6: you think they do that? So there's a collision course
[5:05] Speaker 6: because the labs aren't just selling tokens anymore.
[5:07] Speaker 1: They're Okay, So Alex Carr, he went on a whole
[5:14] Speaker 1: rant on CNBC about AI, his frustration with a lot
[5:17] Speaker 1: of AI companies.
[5:19] Speaker 3: Mm hm.
[5:20] Speaker 1: And you know he's been known to go on rants
[5:25] Speaker 1: from Tom to tom on a variety of different things. Okay,
[5:28] Speaker 1: so back to the AI bubble thing. AI bubble, yeah
[5:32] Speaker 1: for sure, because a lot of the companies are not
[5:34] Speaker 1: built on anything found fund foundationally strong to just putting
[5:39] Speaker 1: AI in front of their name and just saying we're
[5:41] Speaker 1: going to do this, We're gonna do that. Like you said,
[5:42] Speaker 1: I personally have yet to see AI do a variety
[5:47] Speaker 1: of different things that people think it can do. Like
[5:51] Speaker 1: even if you look at our world, like AI cannot
[5:55] Speaker 1: create content. If it did, If it did, everybody would
[5:59] Speaker 1: be content creator. Yeah, I know, I know this first hand.
[6:03] Speaker 1: Is it yet or just well until until it's done it,
[6:07] Speaker 1: we can't.
[6:08] Speaker 3: We can't. It can help you make content, Yeah, it
[6:12] Speaker 3: can't make it. It can't future for it can go off
[6:15] Speaker 3: the past.
[6:16] Speaker 1: It can make content. It's not it's not it's not good.
[6:20] Speaker 1: It's not good enough, not great. It's not great. It's
[6:23] Speaker 1: not great.
[6:25] Speaker 3: But I can't.
[6:27] Speaker 1: You would say, okay, I could just make I don't
[6:29] Speaker 1: think I do no work. I could just make a video.
[6:31] Speaker 1: I'm gonna have AI cut up and then it's gonna
[6:33] Speaker 1: get a million views, and that's gonna be my pathway
[6:35] Speaker 1: to become the next Logan Paul.
[6:38] Speaker 3: It has not happened mm hmm. I like up clip,
[6:42] Speaker 3: but but it does.
[6:43] Speaker 5: Happen for I Just what's happening for I just watched
[6:47] Speaker 5: AI travel channel that has like ten million followers completely
[6:54] Speaker 5: made up. She goes in history and takes you through
[6:57] Speaker 5: history and it feels like off all.
[7:02] Speaker 1: Yeah, but even that that's different, that's utilizing AI to
[7:05] Speaker 1: give you, Like we have French Martinis. What we do
[7:08] Speaker 1: for the content. We can say that we because we
[7:09] Speaker 1: use AI for our content. So we have French Martana episode.
[7:12] Speaker 1: A few of those clips. One clip went viral, had
[7:14] Speaker 1: a million views. We used AI in it because it's
[7:17] Speaker 1: nar we're telling the story. That's different. That's still an
[7:20] Speaker 1: editor that's actually knows what they're doing, that's placing AI
[7:25] Speaker 1: in it, utilizing that's still work involved. I'm saying as
[7:28] Speaker 1: far as the hands free pilot, I don't got autonomous
[7:33] Speaker 1: AI is doing everything for me. That's not that hasn't
[7:35] Speaker 1: happened yet.
[7:36] Speaker 4: So that's.
[7:39] Speaker 1: The idea of AI, I think is ahead of the
[7:41] Speaker 1: reality of AI. The idea of AI is ahead of
[7:45] Speaker 1: the reality of AI, and a lot of different in
[7:48] Speaker 1: a lot of different places. We still have We still
[7:51] Speaker 1: don't have the Jetson's car that we're supposed to have
[7:54] Speaker 1: twenty five years ago, still waiting for that to happen.
[7:57] Speaker 1: Like there's still pilots in the sky, the supposed to
[8:00] Speaker 1: have autonomous planes by now, like commercial I mean, that's
[8:04] Speaker 1: what that's what you would think would happen at this
[8:06] Speaker 1: point in time in twenty twenty six, like, that's that's,
[8:10] Speaker 1: that's what the promise is.
[8:12] Speaker 3: In ninety we were promm the justice came out on
[8:14] Speaker 3: what seventy.
[8:15] Speaker 5: Exactly, I'm saying AI, the current state of AI, the
[8:19] Speaker 5: revolution that has happened over the past three years. What like,
[8:24] Speaker 5: we're just doing large language models right now, so like
[8:27] Speaker 5: what are you basing that off?
[8:28] Speaker 1: Even the large language models is still being prompted. So
[8:30] Speaker 1: what I'm saying, like what Ian said, there's still a
[8:32] Speaker 1: person attached to it, this idea that humans are going
[8:36] Speaker 1: to be not needed anymore. That's the narrative that's been
[8:39] Speaker 1: pushed a lot. Humans will be no longer needed. I
[8:42] Speaker 1: haven't seen that. I haven't seen that the idea, the
[8:46] Speaker 1: idea of AI has gotten ahead of the practicality of AI.
[8:50] Speaker 1: Of course, AI is going to be here. AI is
[8:52] Speaker 1: going to change the world. AI has changing the world
[8:54] Speaker 1: every single day. But there's a lot of companies that's
[8:58] Speaker 1: just coming up with random ideas for AI and it's
[9:01] Speaker 1: not gonna it's not gonna work. And when that, when
[9:03] Speaker 1: that happens, a lot of these companies are gonna fall
[9:06] Speaker 1: by the way side.
[9:08] Speaker 4: And I'm not sure you.
[9:11] Speaker 3: Tell me what.
[9:14] Speaker 4: Well, I think we're so early inside.
[9:17] Speaker 5: I think the argument that's fair to make, uh, is
[9:21] Speaker 5: that we haven't seen the revenue generated from the spend
[9:25] Speaker 5: in AI and that takes time right now, Right, so
[9:29] Speaker 5: we're still we still have infrastructure, yet, we stilln't have
[9:33] Speaker 5: energy yet, the applications are still trying to get. Software
[9:36] Speaker 5: hasn't even been put out. Yeah, you have a few
[9:39] Speaker 5: models platforms that you use, you have five now, but
[9:42] Speaker 5: like that's drastically gonna change in the next five years, right,
[9:45] Speaker 5: So I think we're so early that that argument, I
[9:50] Speaker 5: think still needs time to come to fruition. Right, Like
[9:53] Speaker 5: obviously Argentic will be here at some point in their
[9:57] Speaker 5: future autonomous that's it's going to happen.
[10:01] Speaker 4: It's going to take time for it to happen.
[10:03] Speaker 5: I think that the fair argument from my standpoint would
[10:05] Speaker 5: be and I could agree and kind of what Alex
[10:08] Speaker 5: is saying here is, yes, the spend and the cap X,
[10:14] Speaker 5: where's the return the other return for a lot of
[10:18] Speaker 5: companies yet, right, you can't.
[10:20] Speaker 4: You wouldn't say that for Micron there's been a return.
[10:22] Speaker 2: Yeah, I said they were the smart them SK and video.
[10:26] Speaker 2: But the premise of the adel. But for open A
[10:30] Speaker 2: like I've been using chat since twenty into twenty one
[10:35] Speaker 2: or twenty two. Even the premister on the business side
[10:39] Speaker 2: or consumer side, a lot of the stuff that they
[10:41] Speaker 2: said that could do it hasn't been able to do.
[10:44] Speaker 2: Even like when Charlotte Mae makee that post like Ian
[10:46] Speaker 2: you're in trouble, open aie out and choles like no
[10:49] Speaker 2: you need human intuition like it can. And even for
[10:52] Speaker 2: investing open AI, when you prompted it last and best
[10:57] Speaker 2: fast for what the next stocks were going to be,
[11:00] Speaker 2: it got all of the wrong. So I think there's
[11:02] Speaker 2: a way to go. But I think the initial premise
[11:05] Speaker 2: and promise for what is being spent in terms of
[11:08] Speaker 2: like uh, he talked about tooking pricing and then the
[11:12] Speaker 2: thing I've been always asking, how do you get five
[11:14] Speaker 2: extra I said it with open a eye, okay, going
[11:17] Speaker 2: to okay, why you need to sell five percent of
[11:19] Speaker 2: opening off to the government if you got a machine
[11:22] Speaker 2: that could replicate.
[11:22] Speaker 3: God, you're bullshitting on one side or another.
[11:26] Speaker 1: And it's just it's just even I must you change
[11:29] Speaker 1: a company from a car company to a robotic company.
[11:31] Speaker 1: There's no need to have one hundred million humanoid robot.
[11:34] Speaker 1: It's not going to happen. It's a fairy tale. That's
[11:37] Speaker 1: a fairy tale. It's not going to happen. It's never
[11:39] Speaker 1: gonna it's not gonna happen.
[11:40] Speaker 2: Because that's the case, they would have just traded the
[11:42] Speaker 2: arbitrage on if the model was that fucking great to
[11:45] Speaker 2: open the shot, to open the eye. But if the
[11:47] Speaker 2: model was that great, you would have traded arbitrage every
[11:49] Speaker 2: day to not raise capital. That was the first sign
[11:52] Speaker 2: to me, this ship with work. That's what the topic
[11:54] Speaker 2: does not have that issue.
[11:56] Speaker 5: That's why I think the keyword is yet right, because
[11:59] Speaker 5: the one thing that we do know about the models
[12:00] Speaker 5: is that even as we're talking, they're getting better.
[12:03] Speaker 3: Right.
[12:04] Speaker 5: And so three years ago we sat here to a
[12:08] Speaker 5: t like you said, open a iur lead, You said,
[12:10] Speaker 5: open a I wourl lead.
[12:11] Speaker 4: Is it our leader today?
[12:13] Speaker 3: No? It adjusted adjustment model.
[12:16] Speaker 5: That that goes to the case that that models are
[12:18] Speaker 5: getting better. Right, in a year, we might not even
[12:21] Speaker 5: say open AI is our leader. It might be something
[12:23] Speaker 5: different because something would have surpassed it. So we're still
[12:26] Speaker 5: early in this.
[12:27] Speaker 2: I think they've already been surpassed, and I brought up
[12:29] Speaker 2: to and also to the Elon.
[12:32] Speaker 3: This will always be telling y'all that beef. It doesn't help.
[12:35] Speaker 2: The Elon battle destroyed the company because the Lenz he
[12:40] Speaker 2: was willing to go. And then here comes anthrop pick.
[12:43] Speaker 2: They take the lead. The model is but anytime you
[12:46] Speaker 2: get to asking for.
[12:46] Speaker 3: That two hundred cool.
[12:48] Speaker 4: So I'm happy with it.
[12:50] Speaker 5: And that kind of ties back into the invented Nvidia piece. Right,
[12:53] Speaker 5: I'm going to put the capital, I'm going to give
[12:55] Speaker 5: the compute. Un let's see who comes back with the
[12:58] Speaker 5: thing that is going to lead. I think that the Alice.
[13:00] Speaker 5: I watched that thing live, so it's just if you
[13:02] Speaker 5: haven't seen it. It's a seven minute segment. But I'm
[13:06] Speaker 5: glad we cut this piece because he keeps bringing the
[13:08] Speaker 5: word up safe, safe, safe, and if you think about safe,
[13:13] Speaker 5: I keep hearing him talking about In my mind, he's
[13:15] Speaker 5: talking about his own company.
[13:16] Speaker 4: Why are we shitting?
[13:17] Speaker 5: Why are we getting beat when these people aren't inching
[13:20] Speaker 5: money and we have the idea and the platform and
[13:23] Speaker 5: the technology to keep he was talking his own book
[13:25] Speaker 5: for sure, we want to keep you safe. Right, we
[13:28] Speaker 5: have the government contracts. Our platform is the place those
[13:32] Speaker 5: applications aren't ready yet.
[13:33] Speaker 4: These people are trying to spend and spend.
[13:35] Speaker 5: Now, the AI model is, hey, we're going to build
[13:37] Speaker 5: inside of our in house, which again two things can
[13:41] Speaker 5: be true, because we just I just read the report
[13:43] Speaker 5: that Broadcom and Google Google might say, hey, you know what,
[13:46] Speaker 5: We're going to use our own silicone to build our
[13:48] Speaker 5: own TVU.
[13:49] Speaker 4: We may not need you anymore.
[13:50] Speaker 5: At the same time, Apple says, okay, cool, broad Coom,
[13:53] Speaker 5: you're going to be our partner into twenty thirty one. Right,
[13:56] Speaker 5: So people are saying, how can we keep the stack inside?
[13:59] Speaker 5: The problem with that theory is that how many companies
[14:02] Speaker 5: can afford to keep the entire stack? Not many three three,
[14:08] Speaker 5: maybe not even Google Amazon.
[14:12] Speaker 3: Maybe they put up some money, but they won't.
[14:16] Speaker 4: But they won't, So that that's such a limited space.
[14:20] Speaker 5: How many people can actually do that, right, So it
[14:22] Speaker 5: becomes not a monopoly, But I mean it is a
[14:24] Speaker 5: monopoly in the sense if I'm doing everything in house.
[14:27] Speaker 5: So he's saying the right thing, but he's also promoting
[14:30] Speaker 5: what they do, right, because why is the software space
[14:34] Speaker 5: getting beat down?
[14:37] Speaker 2: Right?
[14:38] Speaker 3: AI is software?
[14:39] Speaker 2: That's the other funny part of that is what I'm
[14:41] Speaker 2: saying for those who don't know AI is software. But
[14:44] Speaker 2: going back to depictions and shovels Micron AMD until when
[14:49] Speaker 2: they got selected they made a great return on capital. Conversation,
[14:55] Speaker 2: put this in check. Every business is in the hedge
[14:58] Speaker 2: front business? How much more? And can I make you?
[15:01] Speaker 2: How much can I save you? How reliable can I
[15:04] Speaker 2: be if I made you money? Please put yes and jet.
[15:07] Speaker 2: What open AI has not done. They haven't done a
[15:10] Speaker 2: great job of letting the consumer base know how much
[15:15] Speaker 2: easier your life can be. Even like when open claw
[15:19] Speaker 2: came out, that was an issue. Deep sequeens an issue.
[15:22] Speaker 2: And then also too, we haven't had an American company
[15:26] Speaker 2: that is open sourcing yet. That's the real trojan forest
[15:31] Speaker 2: in threats. Yes, that could lead to enterprise growth kind
[15:36] Speaker 2: of like, but now we get into the Microsoft, we're
[15:41] Speaker 2: going to open source it and let you be in
[15:43] Speaker 2: our ecosystem.
[15:44] Speaker 3: But what open sourcing? There's gonna come some ip and
[15:48] Speaker 3: idea theft.
[15:49] Speaker 2: It happened with words for those who don't know, Like,
[15:52] Speaker 2: even though Microsoft my biggest favorite company of all time.
[15:56] Speaker 3: The origins are still nefarious.
[15:59] Speaker 4: So even if they open source, what platform will they
[16:01] Speaker 4: build on? What's the first place Whe's the first place
[16:03] Speaker 4: they're going on we try to go home.
[16:05] Speaker 3: Ya gotta go to the mothership mh.
[16:09] Speaker 5: So that so even an open source right, you can
[16:10] Speaker 5: see KOA still being the software that they're gonna build.
[16:13] Speaker 3: You got you gotta go to the maltorship.
[16:14] Speaker 2: And that's why like the suppression of Nvidia, because if
[16:19] Speaker 2: we argue motes, they literally have.
[16:24] Speaker 3: Governmental motes on both sides.
[16:29] Speaker 2: They have the spend, they have the hardware, they have
[16:32] Speaker 2: the platform, the partnership and likability. I don't get the compression,
[16:38] Speaker 2: I really don't, but it's going back to people are
[16:41] Speaker 2: just chasing in return and I were chasing quality.
[16:43] Speaker 5: I saw somebody in the chat said three hundred by
[16:46] Speaker 5: the end of the year. I'm not mad at I'm
[16:48] Speaker 5: not mad at the video at Like in the two seventies,
[16:50] Speaker 5: by the NDA, I can I can see the path
[16:52] Speaker 5: forward the consolidation now.
[16:54] Speaker 4: Is it frustrating?
[16:55] Speaker 5: Yeah, what's also frustrating is that people telling me like, yo,
[16:58] Speaker 5: video doesn't move.
[16:59] Speaker 4: I'm like, what what are we talking about?
[17:01] Speaker 3: Like yeah, because.
[17:02] Speaker 2: Everybody everybody's looking to trade, they're not looking to and
[17:05] Speaker 2: that shit breaks my heart because it's going you're gonna
[17:07] Speaker 2: see me and like in one of them other countries,
[17:11] Speaker 2: what another place? But no, I should have listened. You
[17:13] Speaker 2: should have, you should have. It doesn't move for the
[17:17] Speaker 2: gambler in you. If you have some capital in it.
[17:21] Speaker 2: Fifty grand, one hundred grand, two hundred grand.
[17:24] Speaker 3: It is a beacon of safety for sure. What's the
[17:28] Speaker 3: outlook for TSM?
[17:31] Speaker 5: TSM is, for those not to know, the number one
[17:35] Speaker 5: UH manufacturer and packaging company for semiconductors in the world.
[17:41] Speaker 5: I think at this point did they produce eighty to
[17:44] Speaker 5: ninety percent of the world semi conductors? And so when
[17:48] Speaker 5: I talk about my favorite companies, this is at the
[17:50] Speaker 5: top of the list when we talk about the most
[17:51] Speaker 5: important companies, obviously at.
[17:53] Speaker 4: The top of the list.
[17:54] Speaker 5: They report on the sixteenth, which I believe is next Wednesday,
[17:58] Speaker 5: earlier expectations. Right now they're looking at a fifty percent
[18:01] Speaker 5: jump in revenue, which is absolutely ridiculous. The future guidance
[18:06] Speaker 5: looks like they're going to increase it as well. I
[18:08] Speaker 5: think TSM and I like that it reports early. It
[18:11] Speaker 5: reports before everybody, because it will tell us are they
[18:16] Speaker 5: getting orders from in Video? How high last quarter? They
[18:20] Speaker 5: said in Video's orders were in such high demand that
[18:23] Speaker 5: they passed Apple as their number one client, right, so
[18:26] Speaker 5: much so that TSM said, Okay, we've got so much
[18:30] Speaker 5: demand that we might have to offshoot some of our
[18:33] Speaker 5: demand to some of these companies, which is why we
[18:34] Speaker 5: talked about AMCRE as a company that's going to be
[18:37] Speaker 5: a beneficiary of that. There's another company, but South Korean
[18:39] Speaker 5: one ACI that we can't directly invest in, So we'll
[18:43] Speaker 5: go with AMCRE for now. But that demand story will
[18:46] Speaker 5: be on the forefront. Is in Vidio still having that
[18:50] Speaker 5: same level demand as Apple's demand, is the appetite still
[18:53] Speaker 5: there is AMD's demand. So there AMD is, like I mean,
[18:57] Speaker 5: we was up twenty dollars today over I think it
[19:01] Speaker 5: was at five to seventy today.
[19:03] Speaker 4: What does that demand story look like?
[19:05] Speaker 5: You're going to see the AI hyperscalers come to the
[19:08] Speaker 5: forefront and if TSM is able to say, hey, demand
[19:13] Speaker 5: has peaked again, now we're going to see another start
[19:18] Speaker 5: of ticking up of that semi conductor space in the
[19:21] Speaker 5: technology space because capax hasn't slowed down, In fact, it's
[19:25] Speaker 5: getting increased. The demand hasn't slowed down. Have companies pulled back, yeah,
[19:30] Speaker 5: have people taken profits?
[19:31] Speaker 4: Yeah? You know, my favorite question, has a story changed.
[19:36] Speaker 2: No, TSM should be at six hundred and eighteen months,
[19:41] Speaker 2: and we can argue if it was an American born
[19:45] Speaker 2: and bred, it probably.
[19:46] Speaker 3: Be number one.
[19:47] Speaker 4: We're getting closer for real like.
[19:51] Speaker 2: Hole for the long term and before we grap I
[19:55] Speaker 2: don't know for close wrapping.
[19:57] Speaker 3: Please put in chat. I only need four stocks to
[19:59] Speaker 3: hold on two lifetime.
[20:02] Speaker 2: I had an interest in conversation with a brother in
[20:06] Speaker 2: stock Club his granddad in nineteen eighty stock club put
[20:11] Speaker 2: yes and chat. If you saw it in telegram, eighty shares.
[20:16] Speaker 2: If you would have held it through all the splits,
[20:18] Speaker 2: would have turned into seventeen thousand shares. So even in
[20:22] Speaker 2: the desire to want to sell off early, some of
[20:25] Speaker 2: these companies are going to have to split, and then
[20:28] Speaker 2: you go from having one hundred shares to one thousand
[20:30] Speaker 2: shares or one hundred to five hundred. There's only upside
[20:34] Speaker 2: potential if you're holding equities for a long period of time.
[20:38] Speaker 2: You only need four that you're going to marry. Like
[20:40] Speaker 2: even Rashat talked about it earlier. Even with Q you
[20:44] Speaker 2: can't go wrong. I know something, But what about TQQ
[20:47] Speaker 2: and what about TUCO? Yeah, you can add exotics on
[20:50] Speaker 2: top of it. But your core four have to be
[20:53] Speaker 2: ones that you never like. You never wake up in
[20:57] Speaker 2: the middle of the night worried about v'all or VT
[21:00] Speaker 2: or vu G or Q.
[21:02] Speaker 3: You only need four.
[21:03] Speaker 2: My question for you is why you're not executed Because
[21:07] Speaker 2: you want to gamble mm hmm, and if you gamble,
[21:11] Speaker 2: you deserve to be broke. I think you deserve to
[21:13] Speaker 2: be rich and wealthy hole for.
[21:15] Speaker 3: The long term.
[21:16] Speaker 2: But at this point I've been really do what you
[21:17] Speaker 2: want to do. If you want to blow through your
[21:19] Speaker 2: money and mess up your money, I'm not. If you
[21:22] Speaker 2: want to, I love that for you.
[21:25] Speaker 4: You're right, Well, you're right, you're right. How about your
[21:29] Speaker 4: way

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