Episode Transcript
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Speaker 1 (00:00):
Welcome to another edition of Investor Ideas dot Com AII Podcast.
This podcast brings you breaking stock news and AI and
its impact on various industries. Listen to exclusive interviews with
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at eight hundred six sixty five zero four one one
(00:23):
or visit Investorideas dot com. Welcome to Investor Ideas AII Podcast.
In today's podcast, we look at some of last week's
top gainers within the AI space, as well as discuss
some of the most relevant media attention the sector has
recently received, and we take a look at the overall
(00:46):
AI market to try to assess where the market might
be heading and what to watch mail. One of the
big runaway stocks in the AI space last week was
Xenotech Incorporate, trading on the Nasdaq as Zena saw a
gain of three hundred and ninety four percent now. Zenatech
is a technology company speciing in AI drone solutions as
well as enterprise as AAS solutions, and their announcement the
week prior of signing Blue Unmanned Aerial Systems or UAS
(01:09):
and US National Defense Authorization Act or NDAA compliant partner
agreements for its supply chain in order to sell its
Xenodrome one thousand AI drone solutions to the US defense
branches and to the NATO forces made a big impact.
Now Xenotech was able to confirm that all of these xenodrones,
electrical components and supply chain will comply with NDAA standards,
(01:31):
and Xenodrome previously completed paid trials with both the US
Air Force and the US Naval Research using its drone
for carrying critical cargoes such as blood in the field.
Our strategically relationship with the Arizona Commerce Authority has resulted
in these important NDAA compliant partners needed in order to
qualify for the Blue UAS list. Now the next steps
(01:52):
is to complete the Green UAS list process and then
we will be ready for the Blue UAS certification to
be able to execute our plans to do more war
business with military organizations in the US, NATO and beyond.
This was said by CEO Sean Passley, PhD. Now NDAA
compliance refers to adhering to the provisions outlined the National
(02:12):
Defense Authorization Act, which is a set of US federal
laws passed every year that specified the budget and expenditures
for the Department of Defense and address growing cybersecurity concerns. Now,
for a product to be NDAA compliant, it must not
be produced by a set list of Chinese manufacturers, and
this provision extends to products chipsets, cameras, displays, and other
(02:32):
technology used. So the fact that Xenotech now has this
NDAA compliant agreement, it is going to be moving forward
with both NATO as well as US forces. Again, this
is not one hundred percent guaranteed on when this is
going to reach that potential, but this has created a
huge uptick for the company and again they saw almost
(02:54):
a four hundred percent increase within just a week, which
made them one of the top earners in the AI
space and one of the top stocks to watch overall.
The world of podcasts, last week we saw both Joe
Rogan interview with Park Andrason as well as Tom Billy's
Impact Theory interview with John Berbaki, and a series of
other podcasts, including a fintech podcast which I highly recommend
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looking into, which discussed the AI landscape broadly, as well
as some of the potential market leaders. Now all three
of these podcasts, as well as a bunch more. I mean,
it's no surprise that there is podcasts talking about AI
right now. There's a huge amount of conversations being had
about AI, which spaces is going to impact the most,
from social issues to obviously day to day life, to
(03:36):
different economic fields out there. When you're looking at the
legal industry, when you're looking at medicine, when you're looking
at basically anything. Right now, AI is playing a substantial
role within most markets, whether they are established or developing.
So some of the discussions or some of the key
highlights from these discussions and how they recommend looking into
each of those podcasts because they brought up a few
(03:58):
very interesting new piece of information I thought was worthwhile
to looking at the AI market overall. With Mark and Drason,
he discussed how these different regulations within the US market
based off of the Biden administration's sort of stands on
AI as well as crypto, has actually slowed down a
lot of these startups within this AI and crypto space,
and those two markets are somewhat joined, not completely, and
(04:21):
because AI is also impacted by the drone market or
vice versa. As again just mentioned there was Zenotech also
slowed down some of the potential for growth within some
of these US based companies. So there is actually a
lot of speculation that the new upcoming Trump administration will
gear down some of those regulations which will allow for
a lot of growth, especially within the startup space. So
(04:43):
again how they recommend looking into that podcast at least
for bits and snippets of it where they discuss specifically
the AI space and some of the regulatory restrictions that
are in place right now, and what are the potential
benefits and growth areas that they can see in the future.
Now with Tom Billu and his interview with John Erbaki,
they discussed a lot about the psychology of AI, specifically
how some people are already being trained to trust these
(05:05):
products over basically anything else, and really what the impact
is going to be on this, what some of the
long term potential for both marketing for advertising for a
lot of different sectors could be with AI in play,
and what kind of the psychological role of AI could be.
I found it was a very interesting breakdown and a
lot of new insight that doesn't almost get discussed, and lastly,
(05:26):
looking at the Fintech podcast, it talks specifically about some
of the top five AI earners and kind of discussed
the overall trend and compared it to the early internet
market of the eighties and nineties as well as the
early mobile phone market of twenty ten kind of coming
to today and how this starts with hardware, then goes
to software, then goes to applications within the space, and
how the applications tends to be the biggest earners in
(05:49):
the long term. So he's specifically discussed Meta and its
open source LAMA program, how it compares to GPT, to Gemini,
to KROC, to other large language menal models that are
out there. And the difference with Lemma is its open
source and able to be downloaded in a small format
so people could eventually train their own small AI systems
(06:09):
that can be highly specified, and he said the potential
for that as far as long term growth is quite
different compared to some of the AI companies that are
already out there that are getting some of the attention now.
Speaking of one of those companies and specifically talking about hardware,
where I think most people are focusing right now, specifically
for AI with Lydia, who is trading on the Nasdaq
as MVDA. Now this is one of the front runners again,
(06:33):
seeing over one hundred and seventy nine percent growth over
the year. The company recently reported revenue from its third
quarter ended October twenty seventh of this year of thirty
five point one billion, up seventeen percent from the previous
quarter and ninety four percent from a year ago. Now,
the age of AI is in full steam, propelling a
global shift to Navidia computing, said Jensen Hwang, founder and
CEO of Navidia. Demand for Hopper and anticipation for Blackwell
(06:56):
in full production are incredible as foundation model makes her
scale pre training, post training, and inference. Now AI is
transforming every industry, company and country. Enterprises are adopting agentic
AI to revolutionize workflows, Industrial robotics investments are surging with
breakthroughs in physical AI, and the countries have awakened to
the importance of development and the developing of their national
(07:20):
AI and infrastructure. Now, another stock making news right now
is CrowdStrike. And again if you go back to again
what I had mentioned, but the Fintech podcast, you can
look more in detail about how Navidia is going to
probably impact the market overall long term. Again, if we
compare this to the early Internet as well as early
mobile phone market, makes a lot of sense that they're
going to continue to have steady earnings, but they might
(07:42):
not see the exponential growth that they've seen over the
last year. Moving forward, there might be a little bit
more of a slowdown as the market starts to mature. Obviously,
we're still not really sure when and how the AI
market matures, if that's even possible, because a lot of
these products again have been speculated to have exponential growth curves,
which makes it near impossible to try to evaluate compared
(08:02):
to other markets. But if we do try to compare them,
Navidia is sitting in this hardware status similar to some
of the early computer companies. Again, they did have some stagnation,
They did not have this exponential growth that for instance,
some of the software companies had later on, and then
some of the applications that rolled on the back of
those software and hardware companies hit in the future. So
(08:23):
looking specifically next at crowd Strike trading on the nastaq
as CRWD, who announced their financial results for the third
quarter fiscal year in twenty twenty five, having surpassed four
billion in ARR. Now powered by Crowdstrikes, security cloud and
world class AI, the CrowdStrike Falcon platform leverages real time
indicators of attack, threat intelligence, evolving adversary trade craft, and
(08:46):
enriched telemetry from across the enterprise to deliver hyper accurate detections,
automated protection and remediation, elite threat hunting, and prioritized observability
of vulnerabilities. Crowd Strikes surpassed four billion and nda ARR
in the quarter, and that's the fastest and only pure
placed cybersecurity software company to reach their reported milestone. As
(09:06):
our single platform approach and trailblazing innovation continue to resonate
at scale, said George Kurtz, the founder and CEO. Now
with over ninety seven percent growth, fortens customers remain committed
to the technology. The technological superiority of the Falcon platform
and the benefits of cybersecurity is consolidation, accelerating module adoption
and customers embracing our transformational Falcon Flex subscription model gives
(09:30):
us confidence and Crowdstrikes bright future as cybersecurity's AI platform
of record. So again, CrowdStrike focusing on cybersecurity. That seems
like that market really has no reason to slow down
anytime in the future, as again, all the cybersecurity threats
of the future are also going to be utilizing AI,
so that seems like that count and mouse game will
(09:51):
go on exponentially forever. It'll be difficult, obviously for some
of these cybersecurity firms to keep up with the cybersecurity
spreads that are going to be using the latest models
of AI because they will be accessible. This is the
problem that kind of comes with AI is in some
sense it has to be made open source so people
aren't concerned about the bias that underlines the programming. But
at the same time, the more you open source these programs,
(10:13):
the more potential threats you can get from them because
of people who are always going to be bad actors,
always exploiting these new technologies. Now, lastly, today we look
at Poet Technology and Incorporated Trading on the NASDAQA is
Poet who has been recently recognized as the AI Innovator
of the Year in the Technology category of the prestigious
twenty twenty four Merit Awards. Now it won the award
(10:35):
for Best Optical Solution as well in the twenty twenty
four AI Breakthrough Awards honor, and this gave them a
forty three percent gain over the last month following the award,
which added to their year long upward trend of four
hundred and seventy eight percent growth. So again, if we're
looking at the year trend, that's following what a lot
of AI stocks have done, which has had pretty crazy
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growth over the whole year. But again within the last
month just from which that Innovation award they were boost
did quite heavily, and Merit Award winners in twenty twenty
three included notable companies such as Navidia, Intel and Oracle.
Now the POET Optical Interposer continues to gain accolades because
of the commercial viability of its applications and they are
(11:17):
advancing the performance goals of the leaders in the AI
networking and data center solutions spaces. Now there are recent
agreements with Mitsubishi, electric Lux, share Tech and fox Con
Interconnect Technology demonstrate why industry observers are impressed by what
the POET team has achieved to Doctor Suresh Venkatesh, who
is POET Chairman and CEO now winning the Gold Prize
(11:38):
as AI Innovator of the Years, another validation of our
platform technology, and we thank the organizers of Merit Awards
for the honor and for shining a light on transformative
companies around the world. So this is another company that
again saw massive growth, and it does seem to be
that this is a little bit more based somewhat in
the hardware space, but is also having different applications in
(12:00):
variety of AI sectors. Again, if your market as a whole,
you're seeing that lots of these companies link in different
ways and are all starting to help each other grow,
which really does again make it very difficult to see
what the potential of this market is. Everyone sees vast potential,
and no one can quite guess how vast that potential
is and if there is going to be a slowdown
(12:20):
or what other markets are impacted negatively by this AI
growth and how that balances out. Now, looking at a
lot of the information, it does seem that most of
us these days will probably be needing to use AI
to assess the markets as well as assess different news sources.
So how they're recommending looking into the different language models
that are out there, looking into even things like meta
(12:42):
Islama program. Again I mentioned the potential benefits of use
of this in the long term, and even Google's notebook
AI model. A lot of these can be utilized for
day to day usage, and if you don't start learning now,
odds are you are going to fall very far behind.
As I personally am doing all I can to stay
current with AI and the new technologies that are coming out.
But I also see that the vast majority of podcasts
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even discussing this topic are now being generated with AI,
which may be very likely even in the coming months
for the average person as we look at the potential
of open AIS text to video platform that they are
hoping to launch by the end of this year or
early in the spring, and if that gets utilized soon,
(13:24):
it'll be crazy to see how much content is even
generated by individual people anymore, and isn't just generated using
AI avatars of those people. Again, there's a lot of
different platforms out there they're using it. It seems ridiculous,
but it definitely is happening. So try to stay focused
on AI and keep an eye on what's going on.
That's all for today's podcast. Thanks for listening to today's podcast.
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