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  • Artificial intelligence took the world by storm  last year, where 35% of global companies are  

  • utilizing AI in the workplace, and over 70% of  those companies are researching how to leverage  

  • AI further in their business. And one estimate  has the global market size of AI in 2032 to be  

  • over $2.8 trillion, which would result inKager or compounded annual growth rate of 19%  

  • a year. To put that into context, if you invested  $10,000 today and another $10,000 every year for  

  • eight years with a 19% Kager, you'd have over  a quarter of a million dollars. As an investor,  

  • these are fantastic times to take advantage  of this AI revolution, which is why I'll be  

  • going over the top seven AI stock to invest in  for the first quarter of this year. I say the  

  • first quarter because I'm pretty certain that the  landscape is going to be changing drastically in  

  • AI throughout the year. And if you're new to the  channel, I'm Brian and I retired at the age of 46,  

  • which did happen to be about a year or two  ago. And that was after working my corporate  

  • jobs with companies like Target and Amazon. And  if you're interested, I did cover a lot of my  

  • journey in this video right over here and whyretired early. With that, let's get started with  

  • the top seven AI companies that have my attention  right now. And please know there is an extensive  

  • list of AI companies to choose from, but I'm only  highlighting the few that I think have long-term  

  • potential or they make the most sense today. And  I'll try my best to cover many of these other  

  • companies in future videos. Now within the scope  of AI, there's essentially three main areas of  

  • focus for growth that I'm looking at. And that  would be software, hardware, and web hosting  

  • for the backbone of those large language models  or AI chatbots. The first company to review is  

  • CrowdStrike, which is a cybersecurity company that  provides cloud protection and endpoint security,  

  • threat intelligence, and cyber attack response  services. Their threat detection and deterrence  

  • is offered on their Falcon platform. And  as AI tools become more broadly available,  

  • then it's easier for those cyber attackers to  gain more tools and resources. The demand and the  

  • need for companies like CrowdStrike, I think it's  only going to grow over time. And I truly believe  

  • they're going to have a long runway of growth  ahead of them. Over the past year, the stock has  

  • gone up over 167%. But over the past three yearsit's up only 6.5%. And it hasn't even met up with  

  • its top price of $293, which it had back in 2021.  So right there, we know that there's some upside.  

  • An item to point out is that their revenue is  over $2.2 billion, but they have a negative 8%  

  • margin. They're only 13 years old, and they are  on the verge of making profit. And once they do,  

  • then I'm certain that that stock is going to  take off. And given that their revenue growth has  

  • nearly doubled the past few years, it has a lot of  growth ahead of it. This is a company that I spoke  

  • about a few times last year. And it truly helped  out my portfolio where I look at it as a long term  

  • fit for me. The next company is one that everyone  should have in your portfolio. And that's Nvidia.  

  • They're known for their graphics cards, but their  GPUs for AI servers is where they are truly the  

  • hottest ticket in town. So hot that it's estimated  that they have a 90% share of all AI GPUs. But  

  • despite all their recent growth, analysts still  speculate that there is a lot of growth ahead of  

  • them. And since there are only a few players in  the hardware part of AI with such dominance, they  

  • stand to be at the top of AI for quite a whileIt's hard to believe that they had a 228% growth  

  • last year, and it was at 277% over three yearsAnd their PDU ratio is pretty high at 64.  

  • But with the AI growth happening right now, I  don't think anyone knows what the true ceiling  

  • is. Even though I bought heavy into Nvidia last  year, I'm still investing quite a bit this year  

  • for the long term with cost value averagingNow there happens to be a competitor to Nvidia  

  • in the AI hardware space called Cerebris that  has the industry shaken up because Cerebris  

  • is creating the largest supercomputer for AI  called Condor Galaxy, which is created with the  

  • Cerebris' proprietary wafer scale engine, which  is 27 million computer cores with 41 terabytes  

  • of memory made from one large wafer. Now this  is a company at the forefront of AI hardware,  

  • but unfortunately, they aren't listed on the  stock exchange. The only way to invest pre IPO  

  • is through an investment firm or from today's  sponsor Linkto, which is a platform dedicated  

  • to democratizing access to investing in pre IPO  fintech AI companies that aren't really available  

  • to us everyday investors. Linkto's platform  provides the resources to research several  

  • different AI companies not listed on the exchangeand it gives its customers the freedom to select  

  • the companies that they want to invest in, which  isn't always the case with some of those other  

  • investment firms. Linkto is already providing  over 600,000 everyday investors access to private  

  • investing. And my viewers get a $500 discount on  their first investment using the discount code on  

  • the screen, which is available for the next 30  days as a limited promotion. Links are in the  

  • description below. The next AI company is UiPathwhich is a software company that provides robotic  

  • process automation. Their software can observemap and optimize processes within a company. And  

  • the beauty of it all is that they can bolt on top  of a company's existing legacy system. From there,  

  • it can provide near immediate results of  automation with a relatively low cost. I  

  • personally consult with larger companies all the  time. And robotic process automation is extremely  

  • hot right now because all companies are looking  for a competitive advantage and ways to reduce  

  • their costs. The company had a great one year  return, but the three year at negative 66% is  

  • horrible. And from looking at the PDE ratio, you  can see that it is operating at a negative margin.  

  • Their IPO was April of 2021, and it peaked at $84  and it's trading at about 27% of that today. It  

  • has come down to near bottom levels. And this is  another company that once the profits kick in, the  

  • stock price is quick to follow. I happen to put  this one into my bucket of long-term investments  

  • where I don't go all in, but I do keep investing  in it whenever the stock takes a little bit of  

  • a dip. And at the end of this video, I'm going to  provide you a list of my priorities when it comes  

  • to investing in these companies. I'll follow  that up with Arista Networks, which develops  

  • manufacturers and sells hardware and software  tools for data centers and cloud computing.  

  • Essentially, they create the tools specific for  managing and routing the communication of networks  

  • and cloud computing. And as more companies build  out or rely on AI cloud computing solutions,  

  • then Arista Networks is going to have a strong  growth trajectory. As for performance, they did  

  • amazing last year with a 111% growth and their  three year was also stellar. But with the beta  

  • and the PDE ratio being relatively low, they're  almost a value in the growth sector of AI. This  

  • is sort of my Cinderella within the group that  not everyone is talking about. I happen to talk  

  • about a fair amount last year and I pounced on the  stock and they've been a stellar performer for me  

  • in the short term. The next company is my prior  employer, Amazon, where they have a lot going for  

  • them with regards to the health sector, their ad  revenue, AWS, and their large language models for  

  • companies to train their own AI. This is where the  need for computers to leverage Amazon's AWS for  

  • cloud-based AI models will result in many years  worth of growth. Currently, AWS makes up about  

  • 13% of Amazon's revenue, but it accounts for 74%  of the operating income. And on the retail side,  

  • their ad revenue had over a 26% growth in 2023.  And now that Amazon's going to be putting ads on  

  • their prime shows, then I expect that their ad  revenue is going to jump drastically this year.  

  • In looking at the performance, the one year is  decent at 69%, but the three year is abysmal at  

  • a negative 5%. And when you look at the fact that  the stock is way below its high of $185, I believe  

  • the next two years are going to be stellar due to  the upside in margin. Keep in mind that they took  

  • massive layoffs last year and they killed most  all of their physical store formats. They trim  

  • all the fat last year and they've refocused their  investments going into 2024. Before moving on,  

  • if you like my content, please help out my channel  by hitting that like button. And better yet,  

  • it'd be great if you'd consider subscribingNext, I'll follow that up with Palantir,  

  • which is a company that provides the most complex  AI operating systems to tackle real world high  

  • stakes problems where their Foundry platform is  a secure and scalable data fusion and analysis  

  • platform where it can take in structured and  unstructured data to allow users to interact  

  • and analyze complex information on the fly. They  offer the most comprehensive and complex AI system  

  • that I've ever seen. And any company that leans  into their Foundry platform is going to create  

  • a massive competitive advantage. I am genuinely  impressed with their platform and I've worked on  

  • some very complex AI pricing models while I was at  Amazon that I guarantee most all of you interact  

  • with today. Believe me, Palantir's AI systems  are top tier. As for Palantir's performance,  

  • it was up 157% last year, but down quite a bit  over the three years. Despite their beta and  

  • P to E ratio being the highest of anyone on the  list today, they're going to be a major player  

  • long-term with an AI. Several analysts downgraded  them recently and that's okay because it opened up  

  • a major buy opportunity for the rest of us. And  this is another one of those companies that I'm  

  • not going to go all in, but I do keep investing on  it regularly because I do think that they're going  

  • to be great over the long term where no other  company really offers the same AI solutions that  

  • they do at the same level. And I'll follow that up  with Microsoft. And it seems weird to be calling  

  • out some of these huge companies to be at the top  of the growth chart with AI, but many of them are  

  • creating the tools and the infrastructure  for other companies to leverage their AI  

  • tools for consumption. And with Microsoft's  Co-Pilot launching just a month or so ago,  

  • it is for larger companies where it costs $30 per  person per month. And that may seem excessively  

  • high, but if Co-Pilot can help write documentsdesign a PowerPoint from a set of bullet points,  

  • or analyze Excel documents with the touch of  a button or summarize teams meeting notes with  

  • calls to action and follow-ups, it will easily  provide several hours worth of productivity  

  • per person per week. And I've spoken tofew people that are using the AI Co-Pilot  

  • and they've referenced it to being on a drug. Now  that they're on it, they can't imagine not having  

  • it. One article speculates that Microsoft  plans for 20% adoption of Co-Pilot by 2026,  

  • and it's going to bring in $10 billion a yearBut what if that number jumps to 30 or 40%? I  

  • think it's impressive that Microsoft was able to  completely change their model and infuse AI into  

  • their office products, all within a one-year  timeframe. They literally need to write a case  

  • study about how that all went down becausewould love to know. And as for performance,  

  • they're up 64% in one year and up a total of 75%  over the three years. And when you look at the  

  • low beta and P to E ratio in conjunction with the  dividend, Microsoft is a value proposition right  

  • now. And as I mentioned earlier, I am going  to show all those different companies on the  

  • screen and how I am prioritizing them within my  investments. I appreciate you watching the video,  

  • and I do have a link to some affiliates that are  giving away free stock potentially worth thousands  

  • of dollars if you sign up with their stock trading  platform. It helps support the channel and hey,  

  • you may wind up getting a few hundred dollars  worth of stock. Thanks so much for watching.

Artificial intelligence took the world by storm  last year, where 35% of global companies are  

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Top AI Stocks for 2024 - Trillion Dollar Value!

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    發大財 に公開 2024 年 02 月 28 日
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