BWB - Business With Brian

"So to put that into perspective, even Visa, a company almost everyone files under Money Machine, runs an operating margin in the mid60s and Apploven runs higher than that."

"And easily the strangest story of the bunch and that happens to be Apploven."

"So meet Masttec. And of course, here is the one idea. Every data center we've been talking about needs one thing before it can compute anything else. And that's electricity."

"and that's Sterling Infrastructure. Remember how I said a few names are trading on a receipt instead of a guess? Sterling is the cleanest one on this entire list."

"Scale AI and Meta paid around $14 billion for roughly just half of it."

"So what exactly is Inodata? Well, it's a small company worth about $2 billion that has quietly become one of the go-to data engineers for big tech's AI."

"every AI company on Earth, OpenAI, Google, Anthropic, all of them is racing to build smarter models."

"that is roughly what Nvidia, the company at the center of this entire AI boom, that's what it was worth back in 2021."

"And it's Oracle, the database company that your bank is probably running on."

"We have Nvidia at 11.4% and that's the one that I chose. And then there's Micron sitting second at 5.6% and that's the one that chose me and it's still there even after I kept the memory fund small."

"We have Nvidia at 11.4% and that's the one that I chose. And then there's Micron sitting second at 5.6% and that's the one that chose me and it's still there even after I kept the memory fund small."

"However, your biggest position is Micron."

"Nvidia sits inside three of these five funds."

"Now, we can move on to the Defiance Quantum ETF, symbol QTUM, holding 89 companies where every single position lands right at around 1%."

"Next up is the Teima Space Innovators ETF, symbol NASA, holding 38 companies across the commercial space economy."

"In fact, they came from Micron, Intel, and AMD, which are much further down on the list,"

"In fact, they came from Micron, Intel, and AMD, which are much further down on the list,"

"Now, let's move on to the VANX Semiconductor ETF, symbol SMH, which owns the 25 largest US-listed semiconductor companies and nothing else."

"Micron, Samsung, and SKHix carry roughly 3/4 of the whole fund just between them."

"So if you put $1,000 into this fund, about $76 of it goes into Nvidia"

"So, let's jump in with Vanguard S&P 500 ETF, symbol VO, where it holds the 500 largest public companies in America and weighs every one of them by how big that company is."

"And then there's SanDisk and it makes the memory that fills those servers and it's down 48% but its backlog runs $41 billion. That's more than 3 years of revenue that's already signed for and it trades at around six times what it's expected to earn next year. So for a company that's growing 80% that happens to be pretty cheap."

"Next is Vertive and it powers and it cools those same data centers and it's down 28% sitting on a 15 billion backlog. And here's the data point to look at. Analysts keep raising their estimates on this one, not cutting them back. And the order book is climbing. The estimates are climbing and the stock, well, it happens to be falling. And that gap is the whole opportunity."

"We'll start with Sterling, and it builds the data centers, and it's down 47%. But its backlog, which is the orders that customers have already signed, sits at $4.2 billion. That is more than a full year worth of revenue already locked in, and its sales still grew 61%. In this case, you're not buying the dip here. You're buying a signed order book that happens to be on sale."

"Jable has become the worldwide production partner for Appronics Apollo Humanoid."

"And it's the only American company that owns the entire rare earth magnet chain under one roof, from a mine in California all the way to a finished magnet."

"And the big automotive names NXP, Texas Instruments, and Infinidian all now shipping silicon aimed at robots."

"And the big automotive names NXP, Texas Instruments, and Infinidian all now shipping silicon aimed at robots."

"And here, Nvidia wins on both ends. On the robot itself, it sells Jetson Thor, a small onboard computer that lets the machine see, think, and react in real time."

"Now, we'll move on to the site for a robot with Cognex, the ticker symbol CGNX, which is the world leader in machine vision."