Only 2 AI Giants Beat the S&P 500… Here’s What I’m Buying Next
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Wallstreet Looks Like Us Now Network
4.9 • 2K Ratings
🗓️ 9 January 2026
⏱️ 13 minutes
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| 0:00.0 | Open AI. You, Sam, oh, man, I'm not saying you're not brilliant. You are brilliant. 100%. But guess what? You're going to need a whole bunch of recurring revenue to pay for, you got to pay Microsoft, you got to pay Oracle, and you got to pay a whole bunch of people, bro. And you got big investors saying, hey, how are you going to come up with the trillion dollars? |
| 0:27.7 | All right, only two magnificent seven stocks beat the S&P in 2025, Google and Invidia. |
| 0:34.2 | And the reason why is because Microsoft, Meta, Tesla, Apple, Amazon. |
| 0:43.3 | Now, what I will say is, I think that Amazon will have a better year. I think that, I think, and this is me just saying this, I think that Google and Amazon will have crazy years this year. |
| 0:51.3 | I think Google will repeat a great year this year because I think it is taken on, it's taken on this position as it has, it has, I don't know if demystified is the right word I want to use, but I've been saying this for the longest. Google comes from the era of, let me say that again, |
| 1:15.6 | it comes from the pedigree of, it know what it's like |
| 1:20.6 | to be the innovative company that changes things, right? |
| 1:25.6 | And when you come from that, oftentimes you don't let that happen to you |
| 1:32.3 | right so google knocked off yahoo finance i mean yahoo they knocked them off but yahoo had the |
| 1:42.4 | opportunity to buy google and they didn't. |
| 1:46.3 | So I kept saying, why do we think that Open AI is going to put Google out of business? |
| 1:53.5 | Why do we think that Open AI, like it's a term called Google it. When you take on a moniker like that, it's different. |
| 2:05.6 | So let's dig into that though. |
| 2:08.6 | The company has almost, it's one of the top three companies with the most money. |
| 2:14.6 | I'm not saying chat is not going to be a revolutionary company, but first |
| 2:20.6 | of all, family, you got a whole bunch of debt and you got a whole bunch of people you owe |
| 2:25.7 | money to. You're trying to IPO right now going to get a trillion dollar IPO so you can get |
| 2:32.1 | that because you owe a lot of people. There's no way you can overthrow this type of company. |
| 2:38.0 | One, they got too much money. Two, they got too much market share. |
| 2:42.0 | Next, they make some of the best, they probably got the best |
| 2:45.0 | investing background of anything, of any company. |
| 2:49.0 | The returns they get from investing is crazy. |
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