The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.
In this episode:
00:00 — The $400 billion AI market stress test
01:31 — SpaceX IPO demand explodes
05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital
09:11 — Why IPO investors should slow down
10:40 — South Korea’s AI-fuelled bonus boom
14:13 — Bryce reveals his stock thesis cards
15:48 — Intuitive Surgical: thesis, risks and valuation
23:15 — Community Portfolio update and Bitcoin review
26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitch
ETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.