What Does AI Mean For Your Future?

Bullish:

• $INFRA - Energy and infrastructure will see massive demand from AI data center buildout, creating a multi-year opportunity in energy production and data center construction.

  • “energy because the demand for energy is gonna go through the roof”

    Avi·20:37

  • “companies that benefit from energy usage going through the roof, I think are gonna do well”

    Avi·20:52

  • “If you're spending $500,000,000,000 on building data centers, you're gonna, you're gonna need some people to build those data centers for you. And those, those people are gonna benefit massively”

    Avi·25:54
• $AMZN - Amazon and Google will consolidate power as they're at the forefront of AI infrastructure spending and data center development.

  • “I think people like Google, Amazon, maybe probably not, but probably not Facebook, but may maybe just Google and Amazon candidly, because they're they're they're at the forefront”

    Avi·25:05

  • “companies like Meta and Amazon and Google, They're spending a ton of money on building out these data centers data centers in house”

    Avi·22:45
• $GOOGL - Google is at the forefront of AI infrastructure spending and will benefit from capital concentration in tech giants.

  • “I think people like Google, Amazon, maybe probably not, but probably not Facebook, but may maybe just Google and Amazon candidly, because they're they're they're at the forefront”

    Avi·25:05

  • “companies like Meta and Amazon and Google, They're spending a ton of money on building out these data centers data centers in house”

    Avi·22:45
• $BTC - Bitcoin has found its bottom around $60K and selling at these levels would be a generational mistake looking out 10 years.

  • “I think the lows are in. I think that when we wicked down to what was the utter low point, 60 k, I think that was it”

    Jonah·37:14

  • “I still think that it's the alternative money of the future”

    Jonah·38:27

  • “I think it's gonna look insane to sell these levels ten years from now, like, generationally dumb”

    Jonah·45:00
• $URANIUM - Uranium will be critical for powering the next stage of energy production, especially in Europe, benefiting from both AI energy demand and geopolitical shifts.

  • “uranium, I think, is gonna be very critical to powering the next stage of energy production, especially especially in Europe”

    Avi·24:52

  • “I've talked about uranium. I've talked about rare earth minerals, but and those those are good crossovers”

    Avi·24:46

Bearish:

• $RETAIL - Entry-level workers and recent college graduates face immediate employment crisis from AI displacement, reducing consumer spending power.

  • “The people that are going to be the most impacted by this are the ones with low level skills. It's the people below the age of 25. It's the recent college graduates. Those are the most replaceable people by far”

    Avi·11:17

  • “For you, the 25 year old, your crisis is here”

    Avi·11:36

  • “the people that are going to start being unemployed over the next two to three years are the people that aren't spending money anyway”

    Avi·11:17
• $CONSULTING - Traditional consulting and business analyst roles at firms like McKinsey, BCG, and Bain are most threatened by AI automation.

  • “the laptop class bourgeoisie, they are in the most trouble. The people that would have graduated college and gone to work at Bain or BCG or McKinsey and then six years later try to start their own company, the people that were business analysts at Capital One”

    Avi·12:17