Loading summary
Transcript39 lines
- [00:00]
Podcast Host
This is an Iheart podcast. Guaranteed human.
- [00:04]
Dell Advertiser
Dell PCs with Intel inside are built for the moments you plan and the ones you don't. They're for those all night study sessions. The moment you're working from a cafe and realize every outlet's taken. The times you're deep in your flow and can't be interrupted by an auto update. That's why Dell builds tech that adapts to you. Built with long lasting battery so you're not scrambling for an outlet and built in intelligence that makes updates around your schedule, not in the middle of it. Find technology built for the way you work@dell.com DellPCS built for you
- [00:36]
Oppenheimer Advertiser
At Oppenheimer we're proven because we're grounded in discipline. For 145 years we've been building and protecting wealth through every market cycle with precision, clarity and the courage to think boldly beyond the moment. This is what market tested legacy looks like for this generation and the next. Put the power of Oppenheimer thinking to work for you. Wealth management, capital markets, investment banking.
- [01:06]
Shure Advertiser
Wouldn't it be great if there was one solution that could scale your collaboration for small to large meeting spaces with Shure's IntelliMix room kits. Just choose the right kit for your room size and deploy with ease. Flexible, reliable solutions ready to scale in your spaces. SHURE Intellimix Room kits SHURE built for collaboration. Learn more@shure.com Roomkits Earners what's up?
- [01:34]
Physical Therapy Advertiser
Look, let's face it, most guys just power through pain and strains. But the smart move is taking action early before it turns into something bigger. That's where a physical therapist comes in. They can assess what's really going on and create a plan tailored specifically for you. And physical therapy isn't just for recovering after an injury. It's it's about staying ahead of them, building strength, improving movement and supporting longevity so you can live life on your own terms. To learn more and find a local physical therapist, visit choosept.com let's go through
- [02:07]
AI Infrastructure Analyst
the best AI infrastructure plays.
- [02:12]
Troy (AI Infrastructure Expert)
Yeah, let's do it. Let's do it. Let's do it. And you know what I'll do for them because I feel like we've spoken about these individually, maybe sector by sector inside of of AI.
- [02:22]
Physical Therapy Advertiser
And so I'm going to run down
- [02:24]
Troy (AI Infrastructure Expert)
the ones we we've spoken about on the show and I know Jensen likes to talk about that five layer cake when it comes to AI. So we'll start with Energy gev ge Vova, I think is going to be a leader and has been a leader. We've been talking about this since it was in the 500s, was pricing over 1100 or somewhere in that area. Now, we. We know the data center story is real. We know energy is vital to the story, but who can deliver that at the fastest pace? Who's going to be able to create turbines that could be sold? Who can do it from an international standpoint to satisfy the needs on a global demand? So GE Renova is one, Caterpillar is another. We're talking about gas turbines and bloom. I know people have been asking me, what about be? What about be? Very similar to that. That energy story. So be. That would be three right there in energy. Three that if you don't have on your watch list, you should cooling. We spoke about this and shout out to everybody at Nvidia again. And if you were part of that group session one or session two, you saw it firsthand. The company that they're partnering with in terms of liquid cooling and that would be Verta vrt. We've spoken about this plenty of times on the show, but it's definitely in the portfolio and a lot of y' all have calls on it. If you don't, let's put it on your watch list because I think that's going to be one that's going to be a leader. Networking and connectivity we spoke about Arista Ticker is a N E T again, understanding how Iraq is put together, understanding the components and understanding the wiring. Connectivity that's going to be needed to have that function at the highest rate. They're going to be part of it. Light L I T E. That is the ticket. Lumentum.
- [04:04]
Rashad (Co-host or Analyst)
Yeah, yeah, yeah.
- [04:05]
Troy (AI Infrastructure Expert)
I put that in the last class. Again, connectivity is going to be. How can we make data travel at the fastest and most efficient way? A light's going to be at the forefront of that. Corning, which we spoke about. GLW will be at the forefront of that. And Fabrinet. I had a call with Shoddy earlier about fabric. We put this and Ian, the first place I ever spoke about that was in Red Panda. So shout out to Red Panda, the entire family.
- [04:30]
Rashad (Co-host or Analyst)
That was what, last November?
- [04:32]
Troy (AI Infrastructure Expert)
That was last November. And I said, look, I'm telling y' all before. I'm telling EYL University, I'm telling before Market Mondays, telling you that's the company they actually reported today. Pulled back a little bit, but they've been on a tear since November. So that would be in networking and connectivity and then you have compute. And I think those are Players we know, right? We know amd, we know Broadcom, avgo, we know Nvidia. And we can put tsm. And there's going to be something interesting happening with TSM that we got to keep on and maybe we'll get to that. Maybe I'll save it for next week. And then memory, obviously memory, we can't go anywhere without that. We talked about the importance of it. So you got Micron, you got SanDisk, you got Western Digital, you got Seagate. I'll run down the tickers really quick. Mu SNDK for SanDisk. Western Digital is WDC and Seagate is STX. And then we spoke about this and Shy was like, troy, I need you to do this clip. I was like, all right, man. You know, I like to just stay low and keep firing, being in the research. But we talked about eda, Electric Design Automation, and we talked software. And so if you watch software companies specifically, I want to say Oracle could fit in that category. They do. But Salesforce fits in that category. Snowflake fits in that. They've been hit pretty hard, right? But if you look at the software inside of the AI story, when we're talking about Katis and we're talking about Synopsys and who they're partnering with in terms of, oh my God, look at how they've performed. And I know we did this at the Mastermind and people are like, what should we do? It's down 20%. I haven't got too many texts about what should we do? Now we're up 80, 93%. Believing in the story, understanding the story and having conviction and story is important. So that's eda. And then the last category is assembly and packaging and I am going to save that. That's going to be the focus of the next class. So assembly and packaging is going to be part of that infrastructure. There's companies that we should know if we don't know. But I'll break that down in Thursday's class. How's that? Let's do it.
- [06:29]
Rashad (Co-host or Analyst)
Mike, can you play the video real quick?
- [06:34]
Investor or Enthusiast
Good day, Good day. Good day, my beautiful people. It's a beautiful Monday today and I'm so happy and grateful and thankful of all the things that I have, will have and is currently manifesting. I woke up this morning and looked at my stocks today. Lamentum. Okay, one year ago, it was 81. Today, one year later, it's $996, almost a thousand dollars. So imagine if you took that hundred dollars and put it in this stock one year ago, you would have about 900. Today profited 900. Wouldn't you rather spend that on some stocks and get 900 like this card here? Probably a thousand dollars. I could have put that in and been.
- [07:37]
Rashad (Co-host or Analyst)
So I'll go through a couple that I love. Just Rashad on your same vibe. Preponderance of evidence is a quote that I. Word of the week. Preponderance.
- [07:45]
Troy (AI Infrastructure Expert)
Preponderance. Love it.
- [07:47]
Rashad (Co-host or Analyst)
Word of the week. I like Caterpillar for sure. I like arm, Bloom Energies and Stock Club. But Lumentum is one that I talked about quietly last year has done incredibly well. The question is, like, what do I invest in outside of Nvidia for the AI infrastructure? And it's like, I want to bring you back to. You don't need more than four. Some of you are going to rotate out of the best companies in the world, switching one company for another. But Caterpillar love arm. I like a lot. This one that the queen. Thank you, Queen. Talked about. I like a lot. And Bloom Energy is one that I like a lot as well. So pick your four. Put them in chat now. But the most important thing, I'm begging you, as a person who's been in this game for a long time, I don't want you guys to have 50 and 80 shares of 25 companies a piece. You need to pick four and have thousands or tens of thousands of shares. That same investment and that company took her lit. Ten grand would have been 90,000. A hundred grand would have been 900,000 just from the time she got in. Some people up 1400 percent. But the most important decision you're going to make is which four are you going to pick? Back to you, word of the week, because I know big words. Trigger some of you. Preponderance of evidence.
- [09:20]
AI Infrastructure Analyst
Yeah. And for the people that said that she misspelled the word, I think you're missing the point.
- [09:32]
Rashad (Co-host or Analyst)
Who gives a. I' ma say it.
- [09:34]
Troy (AI Infrastructure Expert)
Yeah.
- [09:35]
Rashad (Co-host or Analyst)
If we get demonetized, I'll pay the little fee. But the big in between, who look at the return.
- [09:40]
AI Infrastructure Analyst
Yeah, yeah, exactly. If you up 900, a thousand percent don't matter. You can afford this. Misspell a word.
- [09:48]
Rashad (Co-host or Analyst)
Some of you have misspelled what to invest. In fact, stay focused on what matters.
- [09:56]
Troy (AI Infrastructure Expert)
Yeah, yeah. Real quick. I just want. I'm gonna give them a little extra. I'm gonna put on extra because people like, well, she did that with light. But what does that even do? So I try to explain it like this. Think of cars on the highway and Think of the highway. Right? And so when we talked about Gow talking about fiber optics, right. We're talking about glass. How are we going to have data be transmitted at the highest level to be more efficient? Right now people copper was being used. Right. But that takes a lot of energy to keep at a functioning level and high speed. And so glass and laser has now been the technology that people are talking about. And so when you talk about that Corning would be that the glass that would be used like for hyper optics. Right now it's on your iPhone, it's the glass for your iPhone now. But Lumentum light is part of that laser process that's going to transfer the data.
- [10:48]
Rashad (Co-host or Analyst)
Right.
- [10:49]
Troy (AI Infrastructure Expert)
So you think of the road which would be Corning glw and think of the cars that are traveling that would be like what Lumentum does. They are the cars that are going to be on that highway. And so you can understand why that would be something that's going to be definitely forward thinking. If we're trying to figure out how much data can we move at the fastest rate and the most efficient rate, those type of companies are going to be at the forefront.
- [11:11]
Rashad (Co-host or Analyst)
Yeah, I just think they're selling to data centers. And also, and also we kept saying this, as the world changes, the world's greatest companies are going to adapt. So even Caterpillar was a great company pre AI, but they became more valuable as data centers was being built. A lot of you also need to figure out too, if data center correction happens and everything isn't built, how will your portfolio be affected in 2020? I came on and talked about CGW investing in water. What the off or side effect of investing in data centers is it's going to mess up the water supply by design. So CGW of course has gotten more valuable over time. Talked about that in 2020. But once again, please put this in chat. You only need four. You only need four.
- [12:01]
Troy (AI Infrastructure Expert)
And that's why you got to look ahead to what technology is being built, who's doing the infrastructure. I know Bloom was. It's an interesting company because when we talk about power, we talk about energy. Their focus is in staying off the power grid. The grid is probably the biggest bottleneck
- [12:21]
Rashad (Co-host or Analyst)
in terms of bottleneck of the infrastructure,
- [12:23]
Troy (AI Infrastructure Expert)
of the energy infrastructure. And so if they've figured out a way to not be on that grid and still create turbines that can power data centers, that's something that's very interesting, which is why you've seen them being rewarded with the, the stock, the way it is moving now.
- [12:35]
Rashad (Co-host or Analyst)
Can I give them one more tidbit?
- [12:37]
Troy (AI Infrastructure Expert)
Let's do it.
- [12:39]
Rashad (Co-host or Analyst)
There's only three sectors that matter. Write this down. Tech, healthcare, and Energy. A lot of your problems will go away because somebody had messaged me earlier today. Like you. You haven't talked about consumer discretionary. I'm like tech is going to outperform a lot of segments anyway. If you just focus on tech, healthcare, energy. That's always been the three sectors that have mattered the most and that have yielded the highest returns. You'll be a okay. And even in healthcare, there's probably 12 or 13 great companies. In energy, there's probably 14, 15 great companies. In tech, probably 60 great companies to pick from. Pick from those three sectors and you'll be a okay.
- [13:23]
Shure Advertiser
Want to build the smartest workplace with an intelligent, all in one solution? The Shure Intellimix Bar Pro is an AI powered video conferencing bar designed to deliver seamless Collaboration. Support your AI tools and workflows with the IntelliMix Bar Pro from Shure, the bar that removes barriers Shure built for collaboration. Learn more at S h u r e.com Barpro Earners what's up?
- [13:51]
Physical Therapy Advertiser
Look, let's face it, most guys just power through pain and strains. But the smart move is taking action early before it turns into something bigger. That's where a physical therapist comes in. They can assess what's really going on and create a plan tailored specifically for you. And physical therapy isn't just for recovering after an injury. It's about staying ahead of them, building strength, improving movement, and supporting longevity so you can live life on your own terms. To learn more and find a local physical therapist, visit choosept.com Ever wonder how
- [14:23]
Reynolds Kitchens Advertiser
to make hosting look effortless? Here's a secret Getting ahead of the mess with new Reynolds Kitchens countertop prep paper Just lightly wet the counter beforehand so the paper grips and stays in place. Then lay down the Reynolds Kitchen's countertop prep paper so drips and spills stay on the paper, not all over your kitchen counter. You can roll out dough, prep a party spread, or cook alongside family. When you're done, cleanup is as simple as lifting the paper and revealing that clean counter underneath. Effortless. You can use it for cooking and baking, prep and even crafting, especially when you need extra working space. Because when the mess is already handled, you can focus on what matters the food, the people, and the moment. It may look effortless, but now you know it's Reynolds Kitchens countertop prep paper. Take a tip from me. Wet it. Set it. Prep it. Done. Make it easy. Make it with Reynolds Kitchens countertop prep paper available now in the Reynolds Wrap aisle in Walmart, Target, Amazon, and Costco.
- [15:35]
Sean Duffy (U.S. Transportation Secretary)
I'm U.S. transportation Secretary Sean Duffy. The sound of a seatbelt. It's one of the most important sounds in our car. It means everyone is ready and everyone is safe. The more our kids see us put on our seatbelts, the more natural it is for them to put theirs on, too. Make it a priority. Buckle up every time. Hear the sound. Make it a habit. Paid for by NHTSA.
- [16:04]
Podcast Host
This is an iHeart podcast. Guaranteed Human.