46 thoughts on “GET IN EARLY! I’m Investing In 3 HUGE AI Trends (COMPUTEX 2025)”

  1. Really solid list. AI is obviously a long-term shift, but actually identifying value in the space is a different story. Most names out there feel either overbought or overhyped. Glad to see a breakdown that stays grounded.

  2. Alex, I believe you are spot on with your take on robotics. Robotics are here, but NOT humanoid robots. They are still years away from mass adoption. Whereas the non-humanoid need is right now. Great observation.

  3. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

  4. Vetting IPOs like you saw on product level is so difficult. I do better value shopping big tech within its price ranges. I find it simply painful to hold large amount of NVDA when dark liquidity will move through at 4am at any moment.

  5. Taiwan makes a lot of solutions without a need. I went to CES this year and was amazed at some very weird junk. All hype/snake oil – vagus nerve stimulator, sex toys, AI coffee brewer. Just like this 'Pin' – watch out, the hype is really just starting. I attend a lot of tech shows as well and they are becoming like flea markets of random ideas addressing the hype. I questioned one recently about their 'use of AI' and like your 'wrapper' mentioned around ChatGPT, this 'use of AI' was simply Natural Language Processing to perform commands – hardly AI, and this is the problem, 'AI' is becoming a catchall and is highly abused (it'll get worse).

  6. How can you say get in early when they are companies that are already highly established? They already run the world. We didn’t need to sit through your 16 min video to give us the exact same companies that run the whole entire US market.

  7. With Google you're early, it hasn't broken through the 150 day moving average yet

    Amazon is exposed to the tariff risk, as they rely heavily upon Chinese Imports

    And Qualcomm is competing directly with Nvidia which is the market AI leader.

    Sorry to rain on your parade, not sorry.

  8. Search, as I understand it, is over half of Google’s business. That is being disrupted by LLMs. It is going to have to replace future lost revenue in a business in which it dominates with future revenue in a highly competitive business. They’re going to have to effectively rebuild another Google-level powerhouse in AI. Given the competition, that is highly unlikely. That’s why the share price is down

  9. The U.S. economy is showing clear signs of slowing, and while a formal recession hasn't been declared, tightening credit conditions and weakening consumer demand suggest we're heading in that direction. A potential Fed rate cut later this year is unlikely to trigger a resurgence in inflation, as banks continue to restrict lending and financial conditions remain tight. This could mark the start of a deflationary phase, with falling asset values, increased layoffs, and rising unemployment claims further confirming the downturn. Retail and housing markets are already cooling as consumers hold back on spending. While the yield curve may soon normalize, the broader risks persist. Still, assets like stocks and crypto can act as hedges, and both long- and short-term trading provide tools to manage volatility. I’ve grown my portfolio from $130K to $632K in just a few months, thanks to "Victoria Lisa Valle" deep market expertise and steady, disciplined strategy.

  10. Howdy. Humanoid robots will dominate, partly because they can operate a lot of the existing, non-AI equipment designed for humans.. this market will allow massive scale. Millions of them will be sold each year, driving cost down. The issue with the special purpose robots, is that you would need so many of them for different tasks, and then they would sit idle until that task is needed again. And they would take up space. Imagine the Tesla Optimus version of the Apple Store, where the options are Master Electrician, Plumber, Elevator Repairman, Finish Carpenter. All available on a single piece of hardware. I agree humanoid robots may not be as good at any one job as a specialized robot, but they will be able to do a wide array of jobs.. much greater ROI. One mans opinion, time will tell..

  11. I bought CHAT, CIBR and SMH about a month ago from one of your video. I definitely owe you a coffee. I have such a crush on how you deliver your videos. Teacher here aspiring to be more clear like you.

  12. Alex I have been following you for a couple of years. Since then based upon some of your recommendations & my own due diligence my portfolio is up 73.41% 🎉
    Thank you! 😊

  13. Just as I was about to sell my position in Qualcomm to raise cash you upload this! You’re killing me here Alex!
    I was just thinking it wont beat the QQQ as it hasnt in the past.

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