投資AI人工智慧5間最有潛力公司

Hello everyone, I'm Kerry. The next few years will be the era of AI. As you know, basically all industries are now in a relationship with AI. If we don't transform quickly or use AI, we will be eliminated by the era. In fact, AI was widely used long ago. It's just that there have never been so many people discussing it with each other. The main reason is that the ChessGP was released this time, so that everyone will have the opportunity to experience the power of AI.

So many other companies have to follow suit. In fact, many companies have been quietly investing in AI research for a long time. It's just that they have never publicly shown their AI skills. Until recently, there was really no way. Because Microsoft invested $1 billion in OpenAI, which is the development company of ChatGPT. Companies like Google must immediately disclose their own AI development technology. Because if you don't do that, the stock may be taken by Wall Street. Just like Amazon, Facebook, Google, these big companies are starting to lay off. All other companies have to follow suit.

If you don't do this, it will affect the price of the stock and the confidence of the investor. This is the company that I said on my lips the other day that takes care of employees. When there is a threat to the price of the stock, I immediately ignore the employees' death. I will directly fire the employees first. Anyway, we are sure that AI will replace many of the needs of modern people. So those companies that invest in AI research or provide AI service transformation, and those AI infrastructure suppliers, I think there will be a good prospect in the next 5 to 10 years.

So today I'm going to talk to you about if you want to invest in AI, which 5 are the companies that I look most forward to? I will also openly tell you if I have invested in these companies. Of course, these are all my own opinions, not investment suggestions. Don't be because I'm sharing some of my own opinions or thoughts here, just brainless follow-up investment. Before investing in any company, you must first understand what the reason is for your own investment in this company.

instead of investing in the company based on a certain person's opinion. Before starting the video, please like this video. Because you know that a like will only take you 0.3 seconds to get your fingers and joints to work properly. The first company is Microsoft. I didn't have any feelings for this company.

I don't really use Microsoft products But the transformation in the last few years has made me focus on the market First of all, the acquisition of GitHub Then the rapid increase in the market share of Microsoft Teams Then the development of Azure cloud services These years are the fastest growth among all competitors It is also Microsoft's most profitable business

And I want to read Gap's

He is now on the website of Gap, the clothing brand. He wants to see the financial report of Gap. When the financial report is opened, there are 15 pages. The whole financial report is 15 pages long. Then he asked BNAI to help him organize the focus and give some conclusions.

BNI will read the entire PDF and give all the summary and key points. The most surprising thing is that he wants to compare with another clothing company called Lululemon. Lululemon also has a third-record financial report.

You can imagine that in the future, the resource integration and organizing part can basically be completely replaced by AI.

Although I have never used BIM, I will definitely try it after watching this video. This is just a way for Microsoft to integrate search engines into AI applications. They also have GitHub, Azure, Teams, and Email. These will definitely combine AI with users to save time and improve their efficiency. So I think Microsoft is a potential stock. I don't own any Microsoft stocks right now. Although I have covered many index ETFs like S&P 500, I will gradually start to build Microsoft.

Microsoft has fallen from its peak in 2021 to its lowest point last year, with a drop of nearly 35%. They also have about 1% of their shares. Last year, they exceeded their performance in the fourth quarter's financial report. Overall, the company's development and finance are very healthy. The second company is Apple. You may think, shouldn't it be Google? That's right. Since Microsoft's public cooperation with OpenAI, Google has also increased the number of companies that say that our AI is also strong.

and then they will launch this tool called BARD to enhance the search engine capabilities. I think Google is indeed very strong in the field of AI, but these technologies have long been developed. The main reason why they are so popular today is because the discussion of Microsoft and OpenAI is too high. I think if Microsoft and OpenAI did not release these news today, Google would not have released this new product so early.

And Google search engine market share is close to 90% No matter how powerful it is, I think it can bring it to profit growth will not affect too much And you have to know that just OpenAI server cost of a month is up to $3 million If you put this kind of Generative AI technology into Google search engine Google needs to spend a lot of money and cost to maintain this algorithm in a year On the contrary, Microsoft can take this opportunity to share more search engine market share This is why I think Apple can make a lot of money in this

In 2022, Google will pay Apple nearly $2 billion, $20 billion of cost, to turn Google into a Safari's default search engine. If Bing starts to slowly split into more four-party networks, that means Google will probably need to pay more money to let Apple continue to help them with their default search engine.

And at this time, Microsoft will also start talking to Apple about how much money they need to make them turn Bing into a default search engine. So I think Apple is doing well in the middle. And this is just a part of the search engine. Facebook, Meta, and any other companies that rely on Apple Ecology to eat, may improve their service quality because of Apple's innovation in AI. The last one to make the most money is the platform supplier, Apple. And Apple itself is constantly investing in AI research.

According to this article, Apple is the biggest shareholder of AI companies between 2016 and 2020. Why didn't Apple put up a cover on this chat GPT news? I think it's because Apple is very low-key in what it does. It doesn't have the pressure like Google to release a new product or technology to appease the weak heart of shareholders. Instead, it is steadily standing on the edge of AI in the next three to five years and slowly making a big profit. I have been eating Apple's stock for a long time, except for index ETF.

The third one is NVIDIA, because NVIDIA designed GPU graphics card to be used. Recently, they started to invest in AI research and development. Because NVIDIA itself is used to make GPUs, so the need for AI will naturally lead to the downstream industry, such as the need for NVIDIA GPU products to be improved. The main function of GPUs is not only to make players feel more real when playing games, but also to train them to learn the model of machine learning.

特別是深度學習。 Facebook, Meta, Google 跟 Microsoft 都是 NVIDIA 的乾爹。 他們的機器學習還有雲端 都有用 NVIDIA 的 GPU, 而且以後的需求也會越來越大。 而且 NVIDIA 有一個很大的野心, 就是它要成為以後所有汽車 自動駕駛晶片跟軟體的供應商。 大家都知道, 現在傳統的汽車製造商 正在轉型成電動車, 自動駕駛以後一定是電動車的標配。 那傳統車行最廢的 就是硬體跟軟體的開發還有整合。

Ford spent $2.7 billion trying to develop its own autonomous driving technology and finally gave up. So NVIDIA combined the advantages and innovations of AI and GPU fields and is currently developing a new platform to provide all traditional car manufacturers with a technology that can compete with Tesla's autonomous driving. They currently have partners including BYD, Hyundai, Leisure, Land Rover, Benz, Volvo, basically all the cars competing with Tesla.

are likely to use NVIDIA's automatic driving technology and chips. So I am very optimistic about NVIDIA's future. I also own NVIDIA's stock. The fourth company is Palantir. I mentioned this company in my previous video. I am also a long-term fan. Palantir is a company that specializes in big data analysis. The main base is the US government. The FBI, the National Security Bureau, and the Ministry of Defense all use Palantir's products.

The most famous is the US military's military base in Bin Laden in 2011. It is based on the big data analysis provided by Palantir to locate it. In addition, Ukraine is now using Palantir to help them fight Russia. To find those lethal weapons and targets more accurately. Palantir not only provides government-based big data AI training

Their clientele includes hedge funds, banks, such as Morgan Stanley, and airbus and Ferrari. They all want to increase the efficiency of operations by analyzing big data and predict the problem in advance to reduce maintenance costs. Palantir was listed two years ago, about two years after the outbreak. From the highest point of $35 to now only $7. The main reason for their boom is not because the company's financial situation is not good or the development is not good.

Palantir was in the first phase of the pandemic, and the government had a lot of QE. All the stocks, encrypted currencies, house prices, and so on. So the stock was directly pulled to $35 on the seal. Of course, the stock market is now almost back to its original normal value. But Palantir is a company with a higher risk. Compared to the other companies I mentioned earlier,

The reason is that Palantir is still losing. Last year's fourth quarter profit was 17 million dollars. The profit rate is 4%. Compared to the previous year, the profit rate of the same quarter was 14%. So it is slowly moving towards profit. I am optimistic that the reason for Palantir is because in the future, countries will need Palantir technology to prevent and predict war and avoid conflict. So I think they will be very stable in the defense industry.

and expand to other business areas to help more companies transform AI and start using big data to increase market competitiveness. The last one is Tesla. My biggest shareholder is Tesla. For most people, Tesla is just a car manufacturing company. So I think that's why Tesla can be in the top five.

If you go to Google online, like the top 10 best-invested AI companies, or you just ask ChatGPT, Tesla will rarely appear. Usually you will see companies like Google, Amazon, and Facebook. These companies do have a lot of funds invested in AI. From this picture, you can see that Amazon is increasing the speed of the number of machines and is slowly beginning to surpass the speed of increasing the number of real employees.

These companies have started to use AI and robots long ago. Instead, those who are developing AI technologies will get more market share if they succeed in the future. It will also directly reflect on the company's valuation. For example, Tesla's FSD autonomous driving. If it can successfully get on the road afterwards, it will prove that the company will be re-evaluated by Wall Street after several times of human-made manual driving and safety.

And these Supercomputer Dojo for training FSD are also an AI project that Tesla is focusing on Iran said that these Dojo Supercomputer can be used to quickly train AI neural networks In last year's AI Day, Tesla showed these Dojo chips claiming a GPU that can support 6 existing GPUs

and the price is not as high as a GPU. Finally, there is Optimus, a robot. In fact, investing in Tesla is like investing in a lot of small, new companies. These small companies all have the same goal, which is to accelerate the transition of the world's renewable energy. To achieve this goal and scale, the innovation of the production line and the innovation of artificial intelligence are indispensable. However, as a long-time Tesla shareholder,

我的建議是如果你心裡沒辦法承受股票瘋狂上下的波動 有可能在短時間內跌個80%甚至90%的話 我會建議你不要去碰這家公司 可以考慮投資微軟,Google,蘋果這種相對波動比較穩定,成熟的公司 好啦,那今天這集就先到這邊

I know that many companies have invested a lot in AI research. They are all very worth your attention. Such as Baidu, Tencent, and GPU chip suppliers such as Taichi. The above companies are my favorites. I have also studied them seriously. They are not investment suggestions. I just share my own opinion.

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