3 picks being Tesla, Amazon and the current market darling Open AI.
None of these are terribly surprising or controversial to my mind but I do like the way he outlines and provides evidence for his investment thesis at any given time. Judging by the rapidity of his speech I get the impression he isn't one for just sitting around waiting for things to happen.
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Neither Tesla nor Amazon were overnight successes, it just seems that way from this vantage point in history and I'll bet he would have been in and out of those over time.
Open AI and its Chat GPT and other programs are gaining rapid traction into a
ripe and already established eco system because of their utility, availability and immediacy of uptake. A very clever stratagem as it also provides the company with unique and vast human driven data sets upon which to train new and improved versions.
Our surprise MB announcement was gloriously picked up and broadcast, along with a massive uptick in our share price, but none of us could get in and take an EQXX out for a spin to further extol its virtues, and so, with the news cycle, was abandoned for whatever was NEXT.
At the moment that NEXT is Open AI and they are playing it beautifully. Kudos to them.
Our time is coming and I have no doubt Alex the rocket scientist will be back extolling our Akida's virtues and utility and we'll get picked up by the Ark's of this world when we meet their particular criteria.
But due to the ubiquitous nature of our offering it may happen more slowly and stealthily.
One day, people who bother to look will suddenly realise that they are unknowingly "touching" and being "touched" by Akida's embedded in products and services all around them.
They may not be made easily aware by 'Akida inside' emblems but they will notice that Uncle Frank retired early and seems to be travelling a lot or spending most of his time out with that Fact Finder Fella, off on their yachts somewhere.
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And again we'll be being cited with praise or damnation by the likes of Kohler et al on the ABC 7 pm news.
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And we'll all be smiling and beaming and bitching at each other cause "what's taking so long?"
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The world is catching up with our PVDM's thesis and we of the invest and hold brigade will be well rewarded in time.
AKIDA'S BALLISTICU'S
AKIDA'S EVERYWHERISAURUS!
GOODALUCKIOUSTOALLIOUSHOLDIERS!
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