Why Intel Isn’t a Buy, the AI Funding Bubble, and Market Timing Tips...

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0:31Such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal.

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3:21Look at this 10-year chart. If the government is invested in something, they obviously have an incentive for it to do well. For sure. And they have resources to kind of make sure that they do well on a certain level. Correct. So should you invest in Intel now? Is this the buy signal to buy Intel stock? I would not. I don't. And I won't. I would not. And it's not because of the involvement. Like I said, the risk mitigation of having government involvement. It's a good trade, not a good long-term investment. Right. What they do is the reason why I wouldn't invest in it. How far they are behind in what they do is why I wouldn't invest in it.

3:59Right? Like, we talked about it a few weeks ago in terms of GPUs, in terms of CPUs, where they're at in placement of innovation for the next three to five years. Yeah. I don't care if you go$20 billion at it. you're the race that you have to to catch up is so it's so grand that i wouldn't touch it right now whipped cream on scat is still scat scat because we're allowed to get scat it is what it is but i'm um but you have to give them credit for at least trying to do something to turn these companies around opposed to just throwing money at it from like if it was just us or if it was shark tank or blackstone or blackrock no one would have an issue with this should it happen probably not but we cannot the economy is so fragile it cannot contain the fallout if this company actually went under yeah and it's crazy because i shout to the chat again and i i forgot to mention When we say the government money, that really is taxpayer money.

5:11For sure. So, yeah, your money. Your money. Yeah. Save American companies. And put some questions in chat because we are live. So we are answering questions. MIT reports that 95 % of artificial intelligence investments are currently unprofitable. What does that tell us? That the AI funding bubble is coming to an end. and I think Meta, you guys reported on this and I put it in Stock Club as well. I think about it like this. Two weeks ago and three weeks ago, you have founders that had never sold a product and had no revenue returning down multi-billion dollar offers. I don't know where they went to business school, but Rashad, if they offer up a billion and something market money, you can sign for me.

5:58The secretaries are wide. So the bubble in terms of the large language models are done for now. There will be a lot of focus on sector-specific LLMs and growth over the next two or three years. But every company, and this is why I would say go to best of breed, but once you have a category, there's only going to be a few leaders. You're not going to have 19 LLMs that are incredibly profitable. Even in the defense space, it's going to be the legacy defense companies. Now, with the AI-driven and tech-driven, you're going to have Palantino and Andrew. Those leaders are set. So I think everyone that comes in copying and is not the preeminent leader in that sector, they're going to be slaughtered.

6:42Yeah. I think that was the exact point I was going to make, and I'm glad you said it. There are going to be a few leaders, and there's going to be those hyperscalers. And if they don't lead, they're going to acquire the company that they think could be the potential thing that changes it. I think the reason why we see that statistic is because people are trying to make the next greatest innovation. and it takes a lot of capital to do that right and i agree with you the people who are getting capital a lot of times don't look like us but that that's why you have to have things like invest fest and again people just investing in ai and investing in scale but there are places where there is a rate of return and we can focus on those but like i was like all right let look it up so inside of ai what has been working now from a business standpoint right customer service and service automation.

7:31Why? That can be, Jack told you he created technology over the weekend. Yeah, yeah. Things that would take six months, yep. 18 months and 20 people, he did it in a weekend by himself in his house, right? So if you can do customer service and service, number one, that brings down the cost of business and it also makes it more efficient. So that has been working inside the AI space. Back office operations and admin tasks, I mean, we know that on a daily basis just from our personal lives. how that works. And then healthcare and life sciences. So this is a good one. AI tools and medical imaging, drug discovery, and clinical trial optimizations.

8:07Those have been winning. If you look at the statistics of what inside of AI has been winning at a small scale, that has been winning. The large scale things, the chat GBT of the world, that's going to take a lot of time, a lot of capital, even when we saw with DeepSeat. Yeah. Yeah, they said it was a flip on our radar when you did the numbers it actually came out to being almost seven billion these are astronomical numbers if you if you can focus on these key points and then build on top of those yeah you could be super successful but right now everybody's trying to find the next thing they're trying to find the vo3 they're trying to find you know i'm but sometimes the leader is just like put it in chat i will invest in the hold chat gpt and open ai has 750 million weekly users.

8:57I don't remember a tech company. We're talking about they're getting into Microsoft 95 operating system, 98 territory in terms of market share that they've captured. Why would you bet against that? It's insane. Even NVIDIA. My love for NVIDIA, for anyone who built computers, they had 80 % of market share in 2017, 2018, 2019. They've only gotten bigger you can kind of see the change um going back to the eye test you don't see the love for apple as much as you used to maybe 10 years prior these are things you can see and feel that's real sentiment stop betting against the winner yeah the part the other part was do we know the real from the fake i think we know who the real are for sure very clear there will be companies that will come in as the technology gets better and be disruptive right if we could find out that's why I think what's important inside of business is like, what's the problem that we can solve, right?

9:55There will be companies that will come and solve problems that we're not thinking of now because the technology is so great and it's so efficient and it's so expedited that we'll come and do it. So, okay. Somebody had a question. They said, in the past, y 'all said September is a month that historically prices drop. should we wait for a september drop before purchasing the market drops every month yes buy the prices on a price that i get respectfully humbly but if i made you money please put yes in chat yes by every month technically if you want if you want to be a technician go to the month chart week chart day chart talked about it yesterday then go to a lower time frame there's a drop in the market every day but september yes there will be a pullback just like there was a drop in august historically which happened last wednesday the thing is when the drop happens like if i if i dropped 50 grand on stage and it went off and the crowd will go get it these drops happen on a wednesday then y 'all don't go pick up them not y 'all but the general public when the market drops please go get the money out of the market please but september in our first episode i will be so happy to give you prices for whatever stocks you guys want so tune into market mondays the first Monday of September, and it'll be a free-for-all on pricing.

11:17Historically, that has been the case, but this is a very unconventional year. So just be prepared for all of it, right? We always talk about having reserves and being ready and dollar-cost averaging into positions because, hey, if NVIDIA pulled down to$173 ,000, that could potentially be that the lowest it's going to be for the next two months. We don't know, right? But we want to make sure that we're investing in strong companies. An illegal alien from Guatemala charged with raping a child in Massachusetts. An MS-13 gang member from El Salvador accused of murdering a Texas man. A Venezuelan charged with filming and selling child pornography in Michigan.

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12:36Sponsored by the United States Department of Homeland Security. 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? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both?

13:12Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal. This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike Delaroach on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

13:48This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name. Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.

14:20This is an iHeart Podcast. Guaranteed human.