This content provides a comprehensive guide on how to invest in Artificial Intelligence (AI), framing it as the next major industrial revolution and a final opportunity for significant wealth creation before 2030. It outlines a multi-layered investment strategy, from pre-IPO opportunities to established tech giants and essential infrastructure, emphasizing long-term value and risk management.
Mind Map
انقر للتوسيع
انقر لاستعراض خريطة الذهن التفاعلية الكاملة
Hello everyone, today I'm going to explain from top to bottom
in a systematic way
how to invest in AI.
I see many people are curious about AI
but still have no clue so far.
Some even have no idea how to invest.
Starting from now on,
everyone must start investing in AI.
Because this is the industrial revolution,
the internet revolution.
After the Bitcoin revolution
that ordinary people can participate in,
it's the last major technological revolution.
If you miss this wave,
there won't be another chance after 2030.
So today, I'm going to break it down for you in detail
this final opportunity for AI investment.
I want to emphasize
that all the content in this video is from my personal investment notes.
All the stock codes mentioned in it.
根据个人情况自行决定
再深入研究一下
不构成任何投资建议
1980年，美国未来学家
阿尔文·托夫勒写了一本书
名为《第三波浪潮》
他在那本书中提出了三个核心预言
消费者将成为创作者
信息将成为核心资产
2000年后
Facebook, YouTube, Google Cloud
Amazon, AWS, Meta, and so on are all rising comprehensively
If you had started studying futurology back then
You would have known these are all trends
If you had continued to buy these companies after 2000
Such individuals would have achieved financial freedom long ago
It's okay to miss the opportunity
In 2023, the co-founder of Google DeepMind
Current Microsoft AICEO Mustafa Suleyman
Wrote a book called 'The Coming Wave'
I'm telling everyone
This book is very important
Now Musk and other AI big shots
Talk about these things and future plans
It's all written in here
So this future studies is not mysticism
It's scientists and industry leaders
Based on the laws of scientific and physical development
A precise prediction of the future industry
Next, I will explain it from beginning to end
Hardcore AI investment package
I divide this investment target into three layers from top to bottom
The first layer, which is the top opportunity
is Pre-IPO
in 2026
There are several major events in the capital world about to happen
namely SpaceX, OpenAI, and Anthropic
These three companies
are very likely to launch IPO this year
Let's start with SpaceX
It has already merged X AI under Musk's ownership
Future valuation is 1.25 trillion dollars
If you buy SpaceX in the future
you are buying space rocket transportation Starlink AI
a super target integrating space data center
OpenAI and Anthropic belong to AI giants
Everyone must participate in these three companies in the future
But the problem is
Ordinary people can generally only buy on the day of the IPO
Back then
The stock price will definitely be pumped up to the sky with high probability
and then crash down hard
Retail investors who speculate on IPOs
There are definitely more people losing money than making money
So opportunities like SpaceX Anthropic
If we, ordinary people, buy in before the IPO
we'll make a fortune
In the past, Pre-IPO was a game for Wall Street big shots
But now I've also bought some SpaceX
Just waiting to take off with Musk
I participate in Pre-IPO platforms
Mainly using Jarsy
It allows ordinary investors
to invest a few hundred dollars
and participate in these top companies that are not listed
like SpaceX Anthropic
and the recently popular Polymarket
All can be directly invested on Jarsy
Let me show you
The operation is also very simple
After completing KYC registration, there are two ways to play
One is to lock in shares in advance during the presale phase
At this time, the share price is very cost-effective
The second is to buy directly in the real-time section
After buying
You can also sell your shares
to others in the real-time section
or wait until the company goes public
and sell at market price to make a profit directly
Deposits can be made via bank transfer or USDC.
Very convenient.
Registration link.
I will put the description and pinned comment below the video.
For friends who want to participate in Pre-IPO.
You can register for free.
After discussing Pre-IPO,
Let's talk about the second investment strategy.
Which is to directly invest in AI-related listed stocks.
The first category is AI's brain models and application layers.
The core of this layer is the four giants
Google, Amazon, Meta, Microsoft
Recently, they have experienced a significant drop
Making their valuations very attractive
These four companies, with their traditional businesses,
generate huge cash flows
and then aggressively invest in building AI infrastructure
By 2026, these four companies
are expected to have a total capital expenditure
of 650 billion dollars
Mainly used for chip procurement
Server deployment
Data center construction
Now their stock price has dropped
But their business cash flow is fine
Google's cloud computing backlog of orders
Also surged by 55%
Exceeding 240 billion US dollars
Microsoft is also facing power constraints
Unable to deliver 80 billion US dollars of cloud orders
This indicates
the demand far exceeds their construction speed
There is a viewpoint that
this AI is in a bubble
maybe it will crash in the future
But you can consider from a different perspective
The stock price may drop significantly in the short term
This is because everyone is worried
that this market is short-sighted
But if these giants
Once all the AI infrastructure is built
it forms an insurmountable moat
that others cannot surpass
when others cannot see clearly
when the chips are down
that's when their valuation becomes cheap
The second investment direction is AI's organs
the chip and the chip manufacturing layer
which is the organ for AI to interact with the physical world
First is the neural center of AI
GPU and CPU
This is common knowledge
NVIDIA, AMD, and Broadcom
The top three players in the chip market
Following this logic
The focus will be on next
AI's memory storage system
High Bandwidth Memory (HBM)
Key companies include South Korea's SK Hynix
And Micron Technology (MU)
One thing you should know is
Storing memories is the soul of AI
Without storage, AI won't chat with you
As you chat, it starts to hallucinate
What it says doesn't match up
It forgets what it said before
AI needs to evolve again in the future
It must have a large amount of memory
The lack of energy is what's missing in mid-to-long-term AI development
But what it always lacks is storage
When it comes to storage,
South Korea is currently the absolute market leader.
First, let's take a closer look at South Korea's storage sector.
You can consider buying the ETF EWY.
Another investment target is SanDisk.
However, SanDisk has recently been shorted by Citron,
which brings many negative factors.
Next, we can further research
on AI neural networks,
optical modules, and high-speed networks.
The bottleneck in data centers now
has shifted from computing power to transmission speed
There must be high-speed optical connections between GPUs
The essential optical component is LITE
It also collaborates with NVIDIA to develop silicon photonics technology
The second one is Corning Glass GLW
It mainly focuses on fiber optic products
There are also AI's blood circulation, cooling, and refrigeration systems
The GPU density of AI data centers
is increasing now
Traditional air cooling is no longer sufficient
Liquid cooling is a must-have
The core company is VRT
It provides thermal management
UPS power and liquid cooling solutions
And has developed the next generation with NVIDIA
800-volt DC power architecture
Everyone should pay attention
These few stocks have seen significant gains now
All you need to do is add them to your watchlist
Then observe carefully
Find the suitable point in your heart
Finally, it is the factory that produces everything needed for AI
Including TSMC and ASML
And the companies that provide equipment for these factories
Such as the company that manufactures equipment for AI memory systems
LRCX
Its equipment is essential for producing high-speed memory
And everyone knows
The world's only extreme ultraviolet lithography machine
ASML
These devices are not available
TSMC and Samsung cannot produce the most advanced chips
I also know many friends are working
No time to watch stocks
So for you guys
The best choice is to invest in passive ETFs
I suggest everyone take a look at three chip ETFs
SMH, which covers NVIDIA, TSMC, Broadcom, etc.
core chip stocks
The second one is SOXX
It rose by 43% in 2025
It has a wider coverage
The third one is PSI
It mainly focuses on companies in the equipment and storage chip sector
Next, let me talk about the third layer of AI investment
It's about investing in all resources that drive AI innovation
Energy and infrastructure
Everyone should remember a core logic
What we invest in are things that AI cannot replace
No matter how AI evolves in the future
It is smarter than ten thousand Einsteins
and Hawkings combined
It can replace 99% of white-collar workers
It's impossible for it to replace electricity
or data centers and mineral raw materials
McKinsey predicts that by 2030
global AI data center infrastructure capital expenditure
will reach seven trillion US dollars
According to the US Federal Energy Regulatory Commission
The power demand of US data centers
will increase from 19 gigawatts in 2023
to 35 gigawatts in 2030.
Goldman Sachs' report also states
that by 2030, the power demand of data centers
will surge by over 160%.
So,
this leads to a huge investment direction
in energy and infrastructure.
AI data centers require uninterrupted operation 24 hours a day.
Highly stable electricity supply
Solar and wind energy are intermittent
and cannot meet the demand.
Nuclear power is the optimal solution.
Moreover, Meta has already signed
a twenty-year nuclear power supply agreement
Amazon has also signed these agreements.
The Trump administration has issued multiple executive orders
to expedite the review of nuclear power construction in the nuclear direction.
I think buying ETFs is sufficient.
Because its construction period is relatively long
There are policies and environmental protection
Every region
Every company has some differences
So it's still good to hold a nuclear power ETF like URA
This direction may be better
Recently, after it retraced
It slowly started to rise again
The second direction for energy
is to buy natural gas for power generation
And the infrastructure of electricity
In the mid to short term
Natural gas remains the best
Fastest AI power source
This leader is GEV
It is an energy company spun off from General Electric
Recently, its gas turbine orders have increased significantly
It's scheduled for many years later
The third direction
Is to invest in the raw materials and minerals needed for AI
Establishing data centers
Requires a large amount of materials such as copper, aluminum, steel, rare earth, etc.
Plus the latest announcement from the United States
Massive infrastructure investment plan
The investment brought over by Trump is 18 trillion US dollars
They all need these basic materials
To complete the construction
So everyone can pay attention to these ETFs
Such as the energy sector ETF XLE
Public utilities sector ETF XLU
The ETF XLI for raw materials
Let me tell you
These codes are not for immediate purchase
The correct approach is
Add it to your watchlist first
After adding it
Apps like Moomoo
can provide you with a lot of its news
You just read these news
Check the overall market
After observing for a long time,
you will start to feel it.
You need to be like a hunter,
waiting for the prey
to fall into your predetermined price range.
At this point, you can buy.
Or you can use the dollar-cost averaging method.
Find a really good company,
a really good ETF,
and buy once every month.
Or you can ask AI more questions
When is the best time to buy
How about this price level
What about the technical analysis
AI will provide you with a very professional reference
I guess many people would say
The stock prices of the companies you mentioned are all very high
Can we still buy them
Besides, the news says AI is in a bubble
What should we do on a day of a big drop
A callback crash is bound to happen
But a truly outstanding company's plunge is an opportunity
If you don't believe it, take a look
The 2000 Internet bubble
Amazon's stock price
Plunged 94% from its peak
Meta's stock price plummeted by 77% in 2022
Since NVIDIA went public
There have been at least four 50% plunges
In 2001, 2008, 2018, and 2022
But it has increased 33,000 times since its IPO.
Annualized return rate of 30%.
Google is the same.
These large companies are all the same.
So for tech stocks like these,
major drops may be normal.
But the long-term trend remains unchanged.
The key is whether you believe
the company you're buying is truly valuable,
and whether it is a company that can sustain growth in the future.
Before investing in AI
I suggest everyone read a book on futurology
called 'The Coming Wave'
by Mustafa Suleiman
a pioneer in the field of AI
The book mentions
that when the AI revolution comes
there will be four major signs
and these four major signs
have already manifested three of them
These four signs
The first one is asymmetry
One person plus several AI agents
can accomplish what used to require a whole
technology company to achieve
For example, OpenClaw, which is currently trending,
is written by one person using AI
The second characteristic is high diffusivity
When you feel the evolution of technology
it seems like it suddenly appeared a few days ago
For example, the automatic driving AI agent
all of a sudden appeared
The third feature is versatility
This AI
not only changes one industry
but also simultaneously changes all industries
medical, finance, legal, education, entertainment, manufacturing, energy
Every field is being disrupted by AI
The fourth feature is the most powerful
AI autonomous evolution
The ultimate autonomy and transcendence
AI autonomous evolution is this AI
can operate without human involvement
optimize its own code
assign tasks to itself
design its own production
evolve on its own
and this speed
may improve every few weeks
evolve once
By the time this point arrives
companies like Google, Amazon, Nvidia, SpaceX
will be able to run AI automatically
and make money automatically.
At this point, ordinary people will basically have no chance
because to generate wealth,
all you need is power,
all you need is AI,
all you need is money.
If ordinary people do not invest in AI at this point
If you don't have stocks, you don't have money.
So what can you do?
Then you won't be able to create wealth for yourself using AI.
According to futurology,
it says the earliest point is the end of 2027,
the slower could be in 2030,
or between 2030 and 2035.
When it's 2027,
come back and watch this video again.
See if it has been realized.
Some friends say,
What if everyone is unemployed in the future?
Who will consume, who will buy houses?
Will the economy collapse?
Recently, some articles have been discussing this issue.
But I believe the economy will not collapse entirely,
Instead, it will accelerate development.
Because history has already given us the answer.
During the industrial revolution of the 19th century,
It made 99% of manual laborers
Lost the original job
Coachman, porter
Textile workers, and so on
But it created new jobs
Factory managers, railway workers
Telegraph operators, and so on
The overall standard of living for humanity has improved
The direction of this AI revolution is completely opposite
It makes the white-collar workers who rely on pure intellectual labor
Their job opportunities are becoming increasingly scarce
But connecting AI with this physical world
is the job that can be done,
such as basic manufacturing,
steelworkers,
chip factory workers,
mining electricians.
These professions will rise again.
In addition, there is another major
point of prosperity and growth,
the rise of one-person companies in large numbers.
It's just you using multiple computers.
All of them are AI.
You use them for design, production, operation, editing.
Drafting legal contracts.
Doing marketing.
You are the boss.
They are your employees.
In the future, you may buy several Tesla robots.
Let them work in your garage to produce products.
Then let AI sell them online.
This will be widely seen in the future
So in many future studies predictive models
It is said that after the emergence of General Artificial Intelligence AGI
the GDP growth rate of the United States
could increase from the current 2-3%
to 10%
even reaching 30% in some years
These data can be found on a website called
ai2027.org
Everyone can go take a look
So,
the entire AI cake will only get bigger in the future
Investing in AI will directly benefit those who use AI
and the further away from AI
those who do not use AI
will fall into poverty
Finally, I must point out the risks
Given the current high levels of the stock market
and the likelihood of many
unpredictable black swan events
So AI investment
Everyone must remember three principles
The first is to choose companies with sufficient cash flow
Google, Amazon, Meta, Microsoft, TSMC
and so on, the cash flow must be solid
Second, choose companies with real demand
Companies that have real profit growth every year
Don't touch those that are just concepts
Shell companies without revenue
The third is you as an investor
Never go all in for sure.
Always have your own cash flow.
Whether you are running a company or working for others,
make sure to save your money.
When you have cash flow,
you can buy slowly when there is a big drop.
This way, you accumulate wealth
and will have better returns in the future.
One of the reasons I run this channel is
to help you understand the importance of financial management.
From my 18 years of experience in finance,
I have found that only 0.1% of people
have investment ideas,
while the rest are all clueless.
So 99.9% of people
miss out on most investment opportunities.
A few people get rich by buying houses and land,
but overall,
those who become wealthy
are still that 0.1% of people.
So I hope to use this channel to tell everyone
what the direction of investment in this world is like,
what the development direction is like.
If you enjoy listening,
please help me subscribe,
aiming for a hundred thousand subscriptions.
In the future, I will share with you every week
the latest wealth information in the world.
Hope we all learn together
and get rich together.
Feel free to leave me a message about what analysis you'd like to hear.
I'll make a video once I've summarized it.
Let's share it with everyone together.
Alright, thank you all.
See you in the next episode.
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