The Next Big AI Company Investors NEED to Know About!

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3:05Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association, member FDIC. So I want to go to something that is right up there as far as importance level. if you was in the EY University class last Thursday, put some fire in the chat. I know you had spoke about a company, right? And then there was some news that broke on that. So talk about that. We're going to give them some window into EY University. Just give it away. One of the things we've been studying, obviously, is the AI revolution. We said that the AI revolution will be monetized.

3:47So we've been breaking this down to a fundamental matter where it's like, yeah, we know the big players. We know the NVIDIAs of the world and we know the Broadcoms of the world and we know the AMDs, but those systems don't work without some of these precursors. And so we've been doing very granular. We started with the memory sector when we were talking about Micron and we talked about Western Digital and we talked about Seagate and we talked about connectivity and we were talking about Broadcom and we started to look even deeper, right? and I started thinking about how we can treat AI and really artificial intelligence from a power standpoint or also from a connectivity standpoint, like a human body, right?

4:31So if I'm looking at what company is the heart of this, right, that would be easy. You would tell me NVIDIA. Or if I looked at Broadcom as like the connectivity, that would be like the veins and the arteries of this, right? But in order for the heart to work, it needs to have blood flow, right? And it needs to have valves. And so I started to look like what would be the valves? And then I found a company called Fabronet. Right. So if you think about it, Fabronet is almost like that valve that allows the connectivity to run faster. And I'm like, all right, this is great. And so we talked about that.

5:02We actually talked about that in Stock Club a couple of weeks ago. And I told people to do the research on it. Then we dug a little bit deeper. And I was like, okay, we've got that. Let's go back to this memory thing. because as I'm watching NVIDIA pull back and I'm watching Broadcom go down and I'm watching Microsoft, I'm noticing that this memory sector is not moving at the same length. So obviously we see Micron appreciate and that even pulled back, but it was up over 200%. But Western Digital was up 260%. People kept putting in the chat, like, yo, this is company, this company, Troy, this company.

5:34I'm like, okay, great. So I'm studying Western Digital and part of the research, I see they have a spinoff. I said, there's a spinoff here and it's called SanDisk. and I'm like, I've heard this name before. Especially if you're in recording and you're doing photos or you're in music and you're using a file, a hard drive, right? You know SanDisk. And then I look in February, they actually spun off and started to be publicly traded. And I started looking at the chart. I'm like, oh man, this is something. And then I started to understand this, okay? Western Digital said, okay, we have the hard drive, right?

6:08And we have the flash drive. These are two different businesses that we can actually reap the benefits from. And so that actually went public in February. It's been going crazy. But I started to think about why. Why is this chart moving this way? Start studying even more. And then you realize, yes, memory is important. But Samsung said something two weeks ago that was even more important to hear. They said, we don't even have enough to fulfill the orders. And so if we don't have enough, it goes back to this. How do we get this going at the immediate time? Like we need this. We can talk about energy and we need it immediately, right?

6:44We don't have time. We don't have 10 years to wait. How do we get immediate? So now flash becomes a thing. SSD becomes a thing. And who's leading that? Standis. Yeah. Right? And so if you look at Standis, it was great. I was talking about this in Dubai. We were having dinners and I was talking about this. Even some of the people in the tech world didn't even know it was publicly traded. I'm like, no, there's something here. There's something here. Thursday in the class, we went over it. I said, these are the reasons why. Breaking it down. Friday, we saw it tick up. I said, oh, this is perfect.

7:12Before I close, I got to get into this position. Today, we watched Sandisk open up at 220. After the bell, huge announcement. Guess what just got added to the S &P 500? This amazing company has been doing well even before they went public. So now this company is now part of the S &P 500, which you know means that could now be added inside index funds and added to the investment portfolios of a bunch of people. But a company that just went public, technically went public in February of this year. But it's part of this AI ecosystem. Like the pulls and like we always talk about the levers and the pulleys and the shovels.

7:52These are those companies now. And so that body analogy, when I was talking about it after the class, I'm like, I should really just throw a diagram for it. And so I started thinking, all right, well, here's the heart. Here are the veins. Here are the valves. Who's going to be the brain of this? you could say that, you know, AMD or if it could be brain and heart, start to think of it in terms of the body and how it runs and how it functions. And if anything goes wrong, right, then it won't function at its highest form. These are the type of things we got to look for, which is why we thought Celestica early in the year would be great in this form outstanding, which is why we thought memory, like if we have a brain, we need memory, right?

8:29Like your brain is broken down into different components and we know memory is part of that. You have to start thinking in that way. So these companies that are going to be essential and crucial if AI development is going to continue and flourish, which with all signs points that it will, you got to take advantage of them. So shout out to everybody that was in class and took advantage of it. I know we're probably up like 70 percent in like 24 hours or 48 hours. These are the type of those moments when you see opportunities, especially when we pulled back last week. It got up to 289. I saw it down at 186.

9:02Execute, execute, execute. It's a prime example of a classic company that is retooled. We talked about Google a lot, but this is another company that is retooled and recalibrated for the new economy that we're in. Operate, gross profit margin is 27.9%, but this company has been well run even before it went publicly traded, and I love the adjustments they've made to this economy, unlike my baby apple who has not done the best they are in that class that have done incredibly well at understanding where they how important they are now and will be over the next four or five years as well as into like the quantum era as well so great breakdown great assessment i agree 100 yeah you know the the deeper conversation is that especially if you've been into photography or even what we're doing with in terms of media this company has been around you for years yeah I walked in here.

9:55I have a Sandisk drive sitting here. I have a car. It's 52, 256, one terabyte Sandisk car. I'm not even thinking in terms of memory, memory, memory, storage, storage, storage, storage. Oh, wow. The signs have always been there. But when you start doing the research, it's like everything starts to come together. Oh, that's why I keep seeing this. That's why I keep seeing this. Here's what it's being used for. Here's how it's going to benefit from the AI revolution. like I said, it's going to be monetized and we're going to make sure that we're the ones monetizing from it. For sure. So you see me on my phone.

10:28I'm working through some things in real time right now. Apparently YouTube has two links that they just started a new feature where you can see a vertical and then you can see a horizontal. It's like splitting the audience. So on a chat, it's not showing like everybody's not in the same chat. Oh, really? Okay. So they have a mobile link and a desktop TV. Oh, okay. StreamYard's doing that. Yeah, StreamYard. Yeah, yeah. Now we know. I see it over there and over here too. Okay. It says here, hide vertical. Let's see. I'm going to click it. Let's see what happens. Looks the same? How's it now? Let me see.

11:15I see it the same. Chat. Chat, let me know. Chat, how are you? I do have a question. Which, in a year, which companies that are AI adjacent will not do well because it's been discovered they aren't class A or class B as some are advertising? That is a great question. I'll tell you the best way to figure this out. This is exactly what I've been doing. Right? Because, again, before I ever... Let me just say something. He's about to kill a vertical link. So if you're watching this and it's vertical and he kills it and you don't see it anymore, just come back on YouTube and watch it from the other one.

11:53So it's only going to be one link on YouTube. Gracias. Yeah. So before we ever talk to the community or we talk to Market Monies, like I told you, I'm going to research the company probably three to four weeks, sometimes a couple months before we talk about it. We've been talking about this company for over a month. Like I said, we've had dinners. I know the question is going to be like, well, how do you know this is going to be the first thing I do? Who are its hyperscale partners? It matters. It's the first thing I look at, because I know if the hyper X is, I mean, hyper X scalers, the metas of the world, the Googles of the world, the Amazons, the Microsofts, the Apples.

12:34If they're involved, I know the CapEx spend is going to be there. And if they have priority, because some of them are reporting and acting as if they have deeper partnership with NVIDIA, Meta, and Innocence. Exactly. So the key is now, if it's just one, I'm not convinced. Yeah. If I see three, oh, I know something's here. If I see four, I'm pretty confident in this. And so a lot of times I'll look, and it'll be the same hyperscalers. And then when I watch those hyperscalers report, I'm always listening. That's why we always talk about CapEx. Has the CapEx gone down? Has Meta said we're going to spend less?

13:11No, they said they're going to spend more. Today, Amazon announced that they're spending an additional$50 billion. CapEx is still going, right? So these pieces that no one talks about, like we can talk about the large-scale things, and we can talk about GPUs, and we can talk about the racks, and we can talk about liquid cooling. But these other pieces that make this engine go are going to be vitally important. And if those CapEx numbers are being spent from the hyperscalers, then we got to follow the money. Just follow the money. And look at the partnership. Matter and Google are now working on TPU integration together, which is really important because my biggest fear in the NVIDIA trade is Huawei and DeepSeq working together in tandem.

13:58Because Huawei isn't publicly traded. DeepSeq is still private. so they don't have to report everything that's going on. So I do love seeing Meta, Google, Amazon, Microsoft, excuse me, Apple and Google working together because the big monster that we have to defeat is China beating us to this race. But look at the partnership layers as well. And if people are not integrated into the ecosystem, they're not going to be. I know there's a lot of reports of this company, this AI company is going to be the next hundred bagger. There's not many of them out there. I promise you. I promise you. I like the TPU talk.

14:36You want to go there? You want to go there? Well, yeah, let's talk about that. When we let everybody get back in there, hit the like button and share. Yeah, let's talk about that. Obviously, Google has had a big day today. So let's talk about that as far as what's next on the horizon. I think Google is one of the best run companies in history and at a time where they were about to be counted out. you can argue right now Google's the best AI company in the United States of America. It's one of. You can argue. You can argue it. Yes. Because in business, we can be very... Let's just talk like it's just us.

15:17All right, let's do it. And they had to do it, but when NVIDIA became the darling, every other company or the big 12 in tech retooled their business to then take a piece of their business and market share. Apple is now working on their own version of that now. Google, of course, because the thought is, okay, I can either let you cannibalize my business or I can make Gemini so amazing that it cannibalizes the business itself. But now there's even ads starting to be integrated into Gemini. So I've always said since the beginning of the show, the companies with the most money are going to find a way to lead the revolution.

15:59the next technology they're not going to get left behind um and as soon as sam had his mistake and crowfall with brad gerstner look how quickly other companies are encroaching and getting better at a time and you can you can make the argument that anthropic's doing better than open ai in terms of deliverables in the llm so um but the partnership is for securing the future and once again when meta fell a bunch after earnings i'm like they're making the right investments at the right time. I think it was mistimed how much they dropped. And I think the stock will go up a lot as a result. But in times of crisis and economic crunches, you're going to see the top players work with each other.

16:4210 years ago, it was Apple and Google for the search engine. Now it's Apple and Google for AI. But this meta and Google partnership, I think it's going to do incredibly well for both companies. But of course, Google has the lead as of today. Google is amazing I'm agreeing with you with that I think you touched on something really important I'm going to go back to it A year ago And if we think about what we were saying about OpenAI And how they looked at Google Almost in a mocking fashion It was almost like Hey, you guys will never catch us Can we talk how big of a mistake that is? A huge one Why are you throwing a rock at a sleeping giant?

17:23Yeah And so it got me thinking right and i still think obviously nvidia the art you could make the argument right in terms of performance and what they're putting out um yes the the performance is superior i think the smartest move they did and we watched this move happen with broadcom and we kind of talked about it when they said look you can have the gpu market not it's yours you're so dominant and have it amd has said all right, we'll be number two. We'll take some of the markets here. It looks like it's working out for them, right? There wasn't going to be a number three. So they said, we're not doing GPUs.

18:00We'll do the XPU. I think while this is happening, Google says, we'll rely on you for now, but we've got to create something that we can internally do and we can internally rely upon. And that's the TPU. So that's the tensor processing unit. So if you've heard TPU over the past couple days. That's why. Why is it important? Because it makes them self-reliant. They won't need NVIDIA at the same level they once did. Why did we see another company run up that company being? What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car?

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21:30So listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us. Okay, great, great, great way to start. So this is a great beginning and hopefully you'll be able to, I don't know, maybe you will cry. Amanda Seyfried. Life is so short. If you feel something like that, you have that fire in you for this experience. It's not for a guy. It's for the experience of being in love and like it's bigger than a guy.

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22:44And Broadcom is because Broadcom can help design that TPU. Right. Which is why when they said XPU, look, that means we'll make any GPU for anyone. We'll help you make this. And so we watched Broadcom rise. Right. They were up 10 percent today. Google was leading the charge up a thing like nine percent. Those two companies were starting to move. NVIDIA hasn't moved at the same level. Right. It had its earnings. And I heard a shout out to Josh Brown. He said something very interesting. He's like NVIDIA at this point is like Jordan in 96 comparing himself to what he did in 95. Yeah, you're the champion.

23:20You're the best player. But you're so exceptional. You're so exceptional. You're not going to have an exponential growth from where you are. Yeah, Carmel Lone's MVP. You know what I'm saying? But we know who the best player is. The TPU thing is important because, number one, it's cheaper. It's faster. But right now, and I'm just saying right now, it's really designed just for Google Cloud products. Which is smart because it keeps the ecosystem inside. And from a branding lesson, going back to Blue Ocean Strategy, I love companies when they create a market that they have a dominant share. Right.

23:58So now it says to me, okay, if Google does it, Amazon will be next. Right. Microsoft is already there with OpenAI. And so does that take some business away from NVIDIA? Yes. It will take some away? Some. until that's where I'm going I'm going there so here's something to come you can't so right now the TPUs that Google makes and it's phenomenal and we can see the results of some of the products that they put out it can't do general purpose workloads like GPUs do and again it's mostly for Google Cloud that's the knock right so it works on Google internal AI and Google Cloud workloads great obviously GPUs are for AI training does inference and it's more accessible, right?

24:48You can use that on different type of workloads. So that's just in that market, right? We're talking about large language models. But where is the next trillion dollar industry? Quantum. And? Robotics. Robotics. So then you start putting the pieces together. Who did we see Jensen sitting with last week?

25:14Yeah, that guy. that guy who told us that money won't will be irrelevant when i start when you start seeing these signs you start to put the pieces together he's sitting next to the guy who's going to be integral in that robotic space he's sitting next to the guy who's already integral in the ev space those products and those sectors are going to need gpus and so yeah it might lose some from the Googles when they do CPUs, TPUs, but you got a whole sector of robotics, EVs, that they are still going to be the king of. And when we went to GTC, what's the last thing he brought on stage? Yeah. A little robot.