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2:28LONG
“I think the economy is in much better shape than people realize. Uh, and why start to see that? Well, we're getting, you know, we've done a lot of kind of…”
@Invest Like the Best
US tech and economy accelerate over next 12-24 months as AI deploys without infrastructure lag
SP500LONG@ $6,900.75
$7,353.33+6.56%
since call Feb 3
peak +8.8%
7:37LONG
“I, I think people are kind of overreacting to that in the stock market and so forth. And that if you look at existing software companies, like people think,…”
@Invest Like the Best
Incumbent enterprise software like Salesforce and SAP survives AI disruption; selloff overdone
CRMLONG@ $213.07
$186.74-12.36%
since call Feb 3
11:23LONG
“why is somebody paying $100 million for an AI researcher or $1 billion for an AI researcher. Like, that's the craziest thing I've ever heard. Well, what if…”
@Invest Like the Best
Scarce AI researchers command billion-dollar pay because only ~40 can build frontier models
METALONG@ $705.48
$565.42-19.85%
since call Feb 3
17:34LONG
“We saw that with crypto. So many people who made money on crypto were like people who you know, literally didn't have much to start with. They just got into…”
@Invest Like the Best
Bitcoin and crypto remain the fastest wealth-creation path for those with little capital
BTCLONG@ $78,277.00
$62,924.50-19.61%
since call Feb 3
41:09LONG
“A big, huge wave among venture capitalists is private equity AI roll-ups. It's a good business idea, like a really good business idea, which is, okay, just…”
@Invest Like the Best
AI roll-ups of existing companies are a genuinely good new private equity business
APOLONG@ $134.96
$127.22-5.74%
since call Feb 3
55:01LONG
“but it's still the same thing, right? Like, it's not that it like played in gaming, it played in Bitcoin, it plays in AI, but it's still NVIDIA. Like, it's…”
@Invest Like the Best
Nvidia's durable founder-led identity carries it across every tech era from gaming to AI
NVDALONG@ $183.71
$199.03+8.34%
since call Feb 3
peak +14.4%
TIMESTAMPS
2:28
7:37
11:23
17:34
41:09
55:01