Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030.
Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030.
Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030.
Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030.
Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030.
Contexte
So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay?
Contexte
And you know you can throw some extra ones in there like some M U, okay?
Transcription Complète
people, how you doing? Welcome back to Stock Up with Larry Jones. I got something to tell you about your boy, me personally. I'm going to save that for the end of this video. Let's get this right in, okay? This is a warning, and this is not clickbait warning. This is a warning, okay? And let me just tell you what the warning is right on the top. The warning is if you're just doing options, if you plan on investing in the stock market down the road, if you have never gotten serious with your finances, you better. You owe it to yourself, because what's about to take place has never taken place in the history of the world, let alone the United States. So, let me go down to this okay? So, quote we popped doubled AI infrastructure, right? A lot of people was calling this AI a bubble. It's not a bubble, it's a revolution, okay? It's here, all right? Listen to this. You guys saw this headline uh on yesterday, but I did a deeper dive after watching this mind-blowing uh um talk that they had on CNBC, okay? Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to build a finance platforms aimed at mobilizing more than 500 billion in a third-party capital for AI infrastructure. And this is financing for other companies to participate in AI. So, just get that. Just get that. So Nvidia is literally getting more money together so that other companies can afford AI infrastructure. Okay, now put a pin on that. Remember that, right? So, listen to this. BlackRock, let's start with the small, okay? Brookfield manages 1.2 trillion in assets. Okay? Blackstone alone, 1.3 trillion in insect in uh uh um in in in capital, okay? Goldman Sachs, 3.6 trillion in assets. That's the That's the word I'm looking for. BlackRock manages now 15 [snorts] trillion in assets. And they are partnering together to raise this money, right? So, that is absolutely insane the amount of collective money that they are putting together to build out the AI infrastructure. So, I was listening to Larry Fink, okay, of CEO of BlackRock, and he said we need about 70 gigawatts. That's what he said, 70 gigawatts. This is going somewhere because I'm going to talk I'm going to tell you guys about some companies you better have, right? You just better have it, right? So, it costs about 50 billion for 1 gigawatt of compute power needed. That's the the build out the AI infrastructure, you know, the plants, everything. About 50 billion, all right? For 1 gigawatt. Remember, Larry Fink says we need 70. Now, there's some conflicting reports on numbers, but check this out, all right? Currently, we use uh we have use of around 60 to 65 gigawatts and by 2030 we'll we'll need uh they were saying that we're going to need a total of 84 through 100 gigawatts, right? Though Larry Fink, the CEO of BlackRock says we're going to need about 70 gigawatts more by 2030, okay? So now, Amazon CapEx spend, so capital expenditures, when you hear that, Amazon's CapEx spend is $200 billion. Google's CapEx spend is 175 to 185 billion dollars. Meta's AI spend is 115 to 135 billion dollars. Microsoft, 120 billion dollars in 2026, okay? So now, put all of that together. Just keep all of this together cuz you need to know that. That's a total of 725 billion spent in infrastructure by the end of this year. I want you to wrap your mind around that. 725 billion, okay? So now, on this call that they had on CNBC, that Nvidia called all the big boys to the table, Larry Fink, the the CEO of BlackRock said, "We need about an additional 70 gigawatts of compute power right?" If you put a $50 billion price tag on that, then we're talking about an extra 3.5 trillion dollars that we have to spend. We have to spend an extra 3.5 trillion dollars according to Larry's math to get to 2030. That's not total. That's just to get to 2030. So, Amazon has already spent 200 billion. Google, 175 to 185 billion. Meta, 115 to 135 billion. Microsoft 120 billion already spent, okay? So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M S F T. Nvidia, N V D A. And Taiwan Semiconductor, T S M C. And you know you can throw some extra ones in there like some M U, okay? And some SpaceX, okay? But I'm just heavily leaning on AI and AI infrastructure based on the money already spent. Okay? And so, why is this an emergency? Because the amount of money that is going to be made from now until 2030 is life-changing. And if you miss it, you're going to miss it. If you miss it, you're going to miss it. Does that mean just buy everything today? No. Does that mean that the market is not going to cool off? I still believe there's going to be a cool off from now until October. I do. I still believe on all of these companies there's going to be better buying prices. But you better believe once they take off again like they already did, just go back uh 15 months on all of them. Go back 15 months on MU and look at the price. All right? Before AI really took off. Go back 24 months. Every single one of these you wish you bought. But here's what I'm going to tell you. And this is not clickbait. I'm just hitting you guys with the facts. You want to have the big dogs in the race first, and then find the other stock. Okay? So, build your own ETF. Put these in them. Okay? Now, remember, anything I say is not a suggestion for you to buy, hold, or sell. Everything I just said before this is what Larry is going to do. Do your own research, but I just wanted to lay some numbers out for you. This is not the dot-com bubble of the '90s when you didn't have a $725 billion spent on the dot-com. This is money spent and earnings are coming out showing that they are already making revenue on this spent. So, they plan on spending even more. Tell me what you think in the comments. Now, lastly, I am in a weather path. The county I'm in right now, 97% of the county has no power, right? And then where I live, there were two trees, boom, boom, hit my house. And every just about every house on my cul-de-sac has trees down. They didn't say it, but the winds probably hit 100 miles an hour, and I was on the front porch watching it like an idiot like like some of you crazy people. And uh and I ran into the house and ran to the basement. Uh pray for everybody. There's no power. Um this I'm going to just try to upload here on my iPhone. Uh there's a no drive order, though I just went a block away, so I didn't have to hit any street lights. There's no street lights. And um we don't have cell the cell is is spotty, okay? So, I don't know when I'm going to be before you again, but where my studio is, nothing's happening right there, right? Nothing. No power, no I got a generator, so we got power, but no internet, none of that. There's no street lights for miles and miles and miles. So, uh you'll be you'll probably hearing it on the news. I can't even pick up the news. So, we're going to try to get this video up and out to you guys, but leave in the comments what's going on. All right? So, I had to get on my roof, tree hit the roof and all everybody I called, friends and every I said, "Big tree on my house. There's a big tree on my house. There's a tree on my house. Tree smashed my car." I mean, it looks like it look it some of some of the blocks I've driven down today looks like a war zone. It's crazy. So, and but in in in spite of all of that, we are still thankful for the mercies of God. Thank you, Jesus. Okay? Let me know what you think about this AI and and what I'm talking about. It is an emergency. You owe it to yourself. I've been saying this for a while now. It's time to get serious about your money. It's time to start investing and stop living high on the hog and start investing. Somebody saw me on Southwest. They go, "You fly Southwest?" I said, "Absolutely." My money's make I don't care how much money I make. I'm rolling that money over and my money is making money. It's time to get serious about your long-term investing. All right? Talk to you later. If you want to learn more, if you want to see what I'm buying and when I'm buying, uh Money Moves is going to be the top link below. Come and join us and uh we're going to go from there, right? Love you guys. Live, love, laugh, and learn.
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