In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and durable supply-chain advantages 9:04 The danger of assuming cyclicals are no longer cyclical 11:13 Phase 3: Hyperscalers take control 16:09 Software stocks: AI disruption or rerating opportunity? 20:06 How I’m positioning my portfolio 23:13 Ferrari’s EV and the risk to the brand 27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption

My Investing Plan For The Next 5 Years

The Joseph Carlson Show

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There's so many questions revolving artificial intelligence. Which companies are going to benefit from this? We've already seen that many of them have. Micron Technologies just surpassed a trillion dollar market cap. Can it go on? Have things changed? Will it go back down? We also have software companies, ones like Adobe and Salesforce and Intuit going way down. Will they stay down forever or are they going to have a resurgence? We have the big tech leaders. We have the NVIDIA and the Microsofts and the Amazon. What's going to happen with these companies over the next five years?

Well, that's what we're going to be discussing in this episode. I'm going to give you my AI roadmap and how I believe everything will evolve over the next five years. I'll even be walking you through this roadmap with four different phases.

My Investing Plan For The Next 5 Years

Read the full transcript

The candid version is on a podcast,
not the earnings call.

My Investing Plan For The Next 5 Years

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.