InfluAlpha
← Retour au Tableau de Bord
The age of AI is a ‘HUGE OPPORTUNITY’ for investors: Valtrion CEO

The age of AI is a ‘HUGE OPPORTUNITY’ for investors: Valtrion CEO

Fox Business Clips
Analysé Voir sur YouTube Demandé Le
Rendement de la vidéo
—
Appels
4
Achat / Vente
4 0
Publié

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

  1. 01 ZETA NYSE ACHETER +0,00%
    Entrée $29,05 16 août 2026
    Actuel $29,05 14 août 2026
    Résultat +$0,00

    I THINK THEY HAVE GOT GREAT MOMENTUM SO IF THEY CONTINUE TO GET THE TYPES OF CUSTOMERS THEY HAVE, CHARLES AND PEOPLE START TO ADOPT ZETA IN A MORE MEANINGFUL WAY THE STOCK OVER THE NEXT 12-MONTHS COULD HAVE ANOTHER 30-40% UPSIDE.

    Contexte "WHERE DO YOU THINK IT'S GOING? WE'RE TALKING ABOUT A STOCK THAT WAS 15 BUCKS AND THEN BEFORE IT TOOK OFF 19 NOW OVER 28. WHERE DOES IT GO FROM HERE?"

  2. 02 BRZE NASDAQ ACHETER +0,00%
    Entrée $28,93 16 août 2026
    Actuel $28,93 14 août 2026
    Résultat +$0,00

    SO IT IS ANOTHER COMPANY LIKE ZETA. BOTH COMPANIES CAME OUT AS IPO'S IN 2021 AND BRAZE NOT CAUGHT AS MUCH MOMENTUM BUT WITH ZETA, THESE GUYS ARE RIGHT BEHIND THEM , I THINK THIS PLAY COULD HAVE MORE UPSIDE THAN ZETA OVER THE NEXT THREE TO SIX MONTHS.

    Contexte "BRAZE IS A SYMBOL IN A DOWN TREND CHANGING ABOVE THE KEY MOVING AVERAGES HERE. WHAT EXACTLY DO THEY DO?"

  3. 03 GTLB NASDAQ ACHETER +0,00%
    Entrée $42,62 16 août 2026
    Actuel $42,62 14 août 2026
    Résultat +$0,00

    THE CHART LOOKS AMAZING WHY THIS IS A NEWER POSITION. I ACTUALLY JUST FULL DISCLOSURE TOOK A POSITION N TODAY ON IT AD THIS ONE AGAIN WAS AN IPO AT ABOUT 70 BUCKS I THINK IN 2021 SO THIS HAS GOTTEN BEATEN UP BUT HELPS COMPANIES TEST, DEPLOY, BUILD SOFTWARE, WHICH ALLOWS THEM TO DO WHAT? HAVE WAY LESS ENGINEERS MORE PROFITABILITY THAT SAME THEME I'M TALKLKING ABOUT.

    Contexte "GITLABS IS ANOTHER NAME. I TRIED TO GET INVOLVED WITH IT OVER THE LAST YEAR, THREW IN THE TOWEL, TOOK A LOSS. MAYBE I WAS A LITTLE BIT TOO HASTY HERE. IT'S COMING ON LIKE A ROCKET SHIP. THIS IS A BEAUTIFUL CHART."

  4. 04 SNOW NYSE ACHETER +0,00%
    Entrée $328,92 16 août 2026
    Actuel $328,92 14 août 2026
    Résultat +$0,00

    YEAH, WE T TALKED ABOUT IT N MAY AND ACTUALLY PROBABLY THE FIRST TIME I'VE SAID THIS IS THE NUMBER ONE STOCK I'LL BE BUYING IN THE ENTIRE MARKET RIGHT NOW THE STOCK IS ALMOST DOUBLED SINCE THEN. I STILL OWN IT. HAVEN'T TRIMMED ANY. OBVIOUSLY THAT CAN'T BE EXCITED ABOUT THE NEXT 12-MONTHS BUT I THINK THIS IS A COMPANY OVER THE NEXT THREE TO FIVE YEARS IF YOU'RE LOOKING FOR A WINNER WILL DO DOUBLE THE S&P.

    Contexte "ONE IS SNOW. I KNOW IT'S A NAME YOU LOVED. YOU'RE UP HUGE IN THIS. ARE YOU HOLDING THAT OR TRIM MING SOME OF IT?"

Transcription Complète
CHARLES: ALL RIGHT, SO ONE OF THE THINGS I PRIDE MYSELF ON WITH THIS SHOW IS FINDING FRESH IDEAS. GETTING AHEAD OF THE STREET. GETTING AHEAD OF EVERYBODY. TEACHING INVESTORS HOW TO ASSESS THESE IDEAS FOR THEMSELVES, HOLDING ON TO THEM FOR BIGGER PAY OFF AND THIS BLOCK IS ALL ABOUT THAT, STARTING WITH MY NEXT GUEST WHO HAS AN AMAZING KNACK FOR BEING WELL-AHEAD OF THE STREET. HIS BROADER INVESTMENT THESIS IS THAT WE'RE ENTERING THE ERA OF FLATTER COMPANIES. HE SAYS BUSINESSES WILL HAVE FEWER LAYERS OF MANAGEMENT, FEWER FULL-TIME EMPLOYEES, MUCH GREATER USE OF AI AUTOMATION AND FRACTIONAL EXPERTISE SO LET'S BRING IN CEO ROB LUNA. ROB? THE BOTTOM-LINE AS YOU SAY THE GOAL IS PRETTY SIMPLE. INCREASE REVENUE WITHOUT INCREASING HEADCOUNT AT THE SAME RATE. >> THAT'S CAPITALISM CHARLES AND THAT'S WHAT'S GOING ON WITH ALL THESE COMPANIES RIGHT NOW. IF YOU LOOK AT THE AGE OF AI IT'S JUST SUCH A HUGE OPPORTUNITY WE'RE SITTING IN AS INVESTORS WE'RE ABLE TO INVEST DIRECTLY IN THESE COMPANIES HELPING PEOPLE BECOME PROVISION AND THERE'S NEVER BEEN A BETTER TIME TO BE AN INVESTOR. CHARLES: EVERYONE IS TALKING ABOUT AI PRODUCTIVITY OR THE PRODUCTIVITY BOOM. OF COURSE WE HAD THE PRODUCTIVITY BOOM WITH ALAN GREENSPAN WAS THERE AND THE MARKET HAD THE BIG MOVE BUT THE ANY SAYERS ARE SAYING THERE'S NO EVIDENCE OF IT YET. NOTHING IS HAPPENING WITH THE OVERALL ECONOMY. ARE THEY BEING TOO IN PATIENT? >> I THINK THERE'S A LITTLE BIT OF A LAG TO IT. I WORK WITH SMALL BUSINESSES EVERY SINGLE DAY CHARLES AND THEY ARE BECOMING WAY MORE EFFICIENT, WAY MORE PRODUCTIVE. THE BIGGEST CHALLENGE I HEAR FROM ALL OF THEM IS THEY CANNOT FIND TALENT SO THEY ARE HAVING TO ACTUALLY RELY ON AI TO SOLVE FOR SOME OF THOSE PROBLEMS, BUT I THINK IT'S GOING TO TAKE JUST A LITTLE BIT OF TIME YOU'LL START TO SEE IT. CHARLES: YEAH, NFIB REPORT OUT EVERY SINGLE PERSON, SKILLED WORK, WE'RE NOT TALKING ABOUT HIGH-TECH SKILLS PEOPLE WORK WITH THEIR HANDS AND KNOW HOW TO WORK IN A FRAC TRISH REGAN THOSE KIND OF THINGS LET'S TALK ABOUT THE NAMES YOU'VE SHARED ON THIS SHOW THAT ARE NOW GAINING MAJOR TRACTION. I'VE GOT TO START WITH FULL DISCLOSURE I'VE GOT SUBSCRIBERS IN IT. WHY IS IT POPPING RIGHT NOW? >> I MEAN I THINK LOOK, WE TALKED ABOUT THIS A LITTLE BIT A WHILE AGO ON YOUR SHOW AND IT COMES BACK TO THE SAME THESIS WITH AI, COMPANIES ARE GETTING A LOT MORE DATA, WHEN WHAT YOU NEED TO DO IS USE THAT DATA TO THEN MONETIZE AND INCREASE THE TOP-LINE AND WHAT THIS DIRECTLY DOES IS TAKE THAT DATA AND MAKE FOR BETTER MARKETING, MARKETING FROM A COST STANDPOINT ATTRACTION STANDPOINT SO COMPANIES ARE MAKING MONEY BY IMPLEMENTING ZET A INTO THEIR STACK. CHARLES: WHERE DO YOU THINK IT'S GOING? WE'RE TALKING ABOUT A STOCK THAT WAS 15 BUCKS AND THEN BEFORE IT TOOK OFF 19 NOW OVER 28. WHERE DOES IT GO FROM HERE? >> I THINK THEY HAVE GOT GREAT MOMENTUM SO IF THEY CONTINUE TO GET THE TYPES OF CUSTOMERS THEY HAVE, CHARLES AND PEOPLE START TO ADOPT ZETA IN A MORE MEANINGFUL WAY THE STOCK OVER THE NEXT 12-MONTHS COULD HAVE ANOTHER 30-40% UPSIDE. CHARLES: BRAZE IS A SYMBOL IN A DOWN TREND CHANGING ABOVE THE KEY MOVING AVERAGES HERE. WHAT EXACTLY DO THEY DO? >> SO IT IS ANOTHER COMPANY LIKE ZETA. BOTH COMPANIES CAME OUT AS IPO'S IN 2021 AND BRAZE NOT CAUGHT AS MUCH MOMENTUM BUT WITH ZETA, THESE GUYS ARE RIGHT BEHIND THEM , I THINK THIS PLAY COULD HAVE MORE UPSIDE THAN ZETA OVER THE NEXT THREE TO SIX MONTHS. CHARLES:GITLABS IS ANOTHER NAME. I TRIED TO GET INVOLVED WITH IT OVER THE LAST YEAR, THREW IN THE TOWEL, TOOK A LOSS. MAYBE I WAS A LITTLE BIT TOO HASTY HERE. IT'S COMING ON LIKE A ROCKET SHIP. THIS IS A BEAUTIFUL CHART. I DON'T WEAR WHAT THE SYMBOL WAS JUST THE CHART ALONE MAKES IT ATTRACTIVE TO ME. >> THE CHART LOOKS AMAZING WHY THIS IS A NEWER POSITION. I ACTUALLY JUST FULL DISCLOSURE TOOK A POSITION N TODAY ON IT AD THIS ONE AGAIN WAS AN IPO AT ABOUT 70 BUCKS I THINK IN 2021 SO THIS HAS GOTTEN BEATEN UP BUT HELPS COMPANIES TEST, DEPLOY, BUILD SOFTWARE, WHICH ALLOWS THEM TO DO WHAT? HAVE WAY LESS ENGINEERS MORE PROFITABILITY THAT SAME THEME I'M TALKLKING ABOUT. CHARLES: ROB, EVERY NOW AND THEN THESE SOFTWARE NAMES HAVE TAKEN OFF. USUALLY WHEN SEMIS ARE DOWN, BUT SEVERAL OF THE NAMES REALLY HAVE ERUPTED HIGHER. ONE IS SNOW. I KNOW IT'S A NAME YOU LOVED. YOU'RE UP HUGE IN THIS. ARE YOU HOLDING THAT OR TRIM MING SOME OF IT? >> YEAH, WE T TALKED ABOUT IT N MAY AND ACTUALLY PROBABLY THE FIRST TIME I'VE SAID THIS IS THE NUMBER ONE STOCK I'LL BE BUYING IN THE ENTIRE MARKET RIGHT NOW THE STOCK IS ALMOST DOUBLED SINCE THEN. I STILL OWN IT. HAVEN'T TRIMMED ANY. OBVIOUSLY THAT CAN'T BE EXCITED ABOUT THE NEXT 12-MONTHS BUT I THINK THIS IS A COMPANY OVER THE NEXT THREE TO FIVE YEARS IF YOU'RE LOOKING FOR A WINNER WILL DO DOUBLE THE S&P. CHARLES: IT'S LOOKING GREAT. GOOD STUFF

Commentaires 0

Aucun commentaire pour l'instant. Soyez le premier à partager votre avis !