Brian Parker
Investment Advisor Representative
January 30, 2025
The Problem:
AI is everywhere. It’s writing essays, diagnosing diseases, and even driving cars. But here’s the shocking truth: most investors still don’t know how to capitalize on it. Some think AI is just another tech bubble. Others assume they’ve missed the boat.
Let me tell you—this couldn’t be further from the truth. AI is poised to add $15.7 trillion to the global economy by 2030. That’s more than the GDP of China today. Yet, many portfolios are missing out entirely. Why? Because people are either stuck in old investment strategies or chasing overhyped stocks without a plan.
The Truth:
Here’s what most people don’t realize: AI isn’t just a trend. It’s a foundational technology reshaping industries from healthcare to manufacturing to finance. Companies are using AI to slash costs, improve efficiency, and create entirely new revenue streams.
And while everyone knows about the big players—like NVIDIA and Microsoft—the real opportunities lie in areas most investors overlook.
For example the starting point of an AI model is 100,000 Nvidia Blackwell computer chips at $70000 each. That means $7 billion just to start. Then you have to add actual computer frames, racks, cables, a bunch of really smart engineers, and enough energy to power 700,000 homes.
Smaller companies attempting this, automating supply chains, or securing data are seeing massive growth. The key is knowing where to look and how to avoid overpriced names.
The Opportunity:
The adoption of AI is still in the pre-emergent stages. Companies are scrambling to implement AI solutions, and spending is expected to grow by over 20% annually for the next five years. For investors who move now, the potential upside is enormous. But this isn’t just about tech stocks. Entire industries—think transportation, logistics, and even agriculture—are being transformed.
Here’s the kicker: many of these opportunities are flying under the radar. Savvy investors who position themselves now can lock in gains while the rest of the market catches up.
The Solution:
So, how do you get ahead?
- Diversify smartly. Major players like NVIDIA are solid, but don’t stop there. Look at AI-focused managers or companies specializing in specific AI applications.
- Think beyond tech. AI is disrupting industries like healthcare and energy in ways most people haven’t noticed yet. Everyone probably notices when your phone tries to complete your text message before you do.
- Focus on value. The goal isn’t chasing hype—it’s identifying companies with real AI-driven growth potential.
Why It Matters:
- AI is creating long-term wealth opportunities.
- Investors who act now can get in before these companies hit their full stride.
- Waiting means missing out as others reap the benefits.
Your Next Step:
Let’s face it, AI is here right now and it’s being innovated and implemented.
Part of my service is to stay on top of what companies are playing in this space. I focus on US companies that are already profitable. Some of my clients have already seen a 10x return on some of these stocks.
Let’s schedule a call to see how we can position your portfolio to take advantage of this extraordinary shift.
Brian Parker
919-265-8794