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If you want to make investments specialized in AI, buying this is indeed an option if you want to do it with peace of mind. However, since innovation is more important than valuation, the point is that if we cannot break away from the economic indicators we have dealt with so far, we will miss out on opportunities.
Now, there is Oracle inside here. There is Broadcom, Google, NVDian, TSMC, Apple, Meta, and Alibaba. This is an analyst who has been working professionally in the tech sector for over 20 years and was named the coolest-dressed man on Wall Street by the New York Post in 2024 . Uh, I was born in the 60s.
Today's protagonist, who joined Wedbush in 2018, is De Ibus. He is one of the hottest figures on Wall Street because, although Denives appears in the news and gives many interviews, he is also one of the people who has consistently pushed Tesla. Oracle also has that 30-stock AI ETF . Among them, Oracle had a significant share .
Even if you have n't watched CNBC News, you have likely seen him at least once, and as time goes by, you realize that he was right. He always appears on the news wearing those floral clothes or flashy outfits that even someone younger than him could pull off . At first, it felt a bit unfamiliar, but just looking at his face, he's just an ordinary middle-aged man.
It does n't feel smart. In the end, looking back, what he said was right. AI is a prophet. There is even an evaluation like this . Why is it that whenever I look, I always only see Tamri or Denaives? It is also simply because they frequently make presentations that suit the tastes of Koreans, which is why they are being exposed to us .
He is very active. One of the reasons Denaives is highly regarded is his consistency, as he continues to write actively on X as well. What he says on CMBC, what he says at Blonberg, and what he says on YouTube, podcasts, and his own X are always the same. Usually, analysts have a slight direction or style depending on the media outlet or news agency, you know.
American media, in particular, has a very distinct political bias . That is why there are times when they beat around the bush and speak ambiguously, but Tamrina and Den Ives, in particular, just say exactly what they want to say . So, for example, they referred to Apple as "Blackbenny," which is a very strong expression.
It means it's a close call . Uh, I’ve always said that since it’s the Fourth Industrial Revolution, it’s not just an AI boom, but a revolution that can truly change the world. Over the next three years, companies and governments will pour more than $2 trillion into AI, and $ 2 trillion is a really huge amount of money.
It is at a level that exceeds our country's GDP . But the point is that money of this magnitude will go into the AI industry. It’s not that a specific stock will go up, but that all companies related to AI will rise. So I was confident that in 2025, incoming stocks would rise by more than 25% . When analysts say they are cautiously optimistic, this person usually expresses it as being now convinced.
People often talk about Nvidia, Tesla, Apple, and Palantir. Nvidia said that it is a company that creates new oil . Because, just as the shale revolution brought about changes in the industry, Nvidia is a pivotal company . Nvidia has now become a massive company with a market capitalization roughly equivalent to the GDP of a decent-sized country .
It is not a semiconductor company, but a company that produces crude oil in the AI era . Just as oil was the core of the Industrial Revolution, this NVIDIA chip is the core of the AI revolution, and it is not consumable but continuously needed. However, it also points out Nvidia's biggest risk .
It is precisely the issue of China. Because exports to China and supply and demand are constantly shifting, goods are continuing to flow into China through unofficial routes known as the "gray market ." I have even described Jensen Wang as being 10% politician and 90% CEO . This is because he has to be mindful of the U.S.
government, cannot afford to lose the Chinese market, choose his words carefully, and act wisely; in that respect, Jensen Wang is actually doing a very good job . It's not that they are bowing down too low to Trump, but they might be acting that way because they hold such a unique position. In the case of Tesla, they have already stated that they are no longer just an electric vehicle company; they are an AI company and a robotics company, and what they are focusing on is autonomous driving, robot taxis, and Optimus Humanoid robots.
They said it is worth at least $1 trillion and could go up to $2 trillion. The next 12 to 18 months are the most important in Tesla's history. Because although robot taxis are actually being operated in Texas right now, the first and foremost important factor is how commercialized they will be. What we are actually looking forward to is humanoid robots rather than robot taxis, but we actually have a very long way to go .
Although the pace of development is always faster than expected, if you consider that it will actually come into our homes, it will take quite a while. It will take time to generate revenue . And the investment amount would be enormous as well . So, the point is that even if electric cars don't sell, it doesn't mean it's useless; we need to realize the value generated by low-speed taxis .
Apple was described as a lagging giant, and the statement was made coldly. As I mentioned earlier, the BlackBerry Moment failed. Of course, it exists, but back when it was doing very well, it innovated and fell behind. It should have moved to smartphones, but it couldn't jump in, so it has been impossible to catch up since then.
That is why Apple is falling behind in AI innovation, which is why it has come to be likened to a minivan on the AI highway . The Devils use a lot of metaphors when they talk. It seems like he's just saying whatever comes to mind, because he uses so many metaphors. Other companies are going fast like sports cars, but Mini has that image of being a family car in the US that doesn't speed.
So, that's why Apple is a slow minivan. It ’s not that I’ve given up, and you know how ‘Jeminai’ is super hot on Google right now . Jaeminai beat Chaeji in download rankings. I'm also using Jaminai right now. I am thinking about a kind of virtuous cycle that could occur if Apple and Google's fun elements were to merge .
The same goes for autonomous driving and AI; people need to actually use them a lot to create an invisible upgrade cycle that allows them to improve themselves, so that is the point I saw. But the point is that if Jamina joins Apple, Apple can also develop in terms of AI, and even if Jamina joins Google, it can develop just as much .
Since there are over 300 million iPhone users, the idea is that if the AI features work properly, it could generate huge profits. However, after the iPhone 17 was announced, it was getting a lot of backlash again. But actually, whenever an iPhone is released, it always gets heavily criticized, yet once it is actually launched, people still buy it and it always goes like that.
Although it is said that Galaxy's market share has increased in the U.S., if you actually use it, everyone uses Apple, so they often group things together using iMessage . Especially regarding the kids, it’s hard to easily take away Apple’s monopolistic moat, but is n’t it at a level where we can still wait and see how they make a leap forward?
But do you really intend to invest? That is not the case. There are many more attractive companies, such as Microsoft, Palantir, and Salesforce. Since we are now in the era of software, if hardware was what allowed Nvidia to rise like this until now, the ones following suit are now software. 2025 will be the year of AI software .
Palantir's AIP is that artificial intelligence platform targeting private companies, you know . Salesforce also uses something called Agent Force . Actually, Cells Force is a company that was doing this work even before this, providing solutions for private enterprises, so I'm not sure about their AI technology or anything like that, but Palantir is so far ahead.
But now, you know, things like sales networks or certain concepts. Solutions for the company . Uh, actually, it’s not a company that would die because of things like that. Even when Ning makes announcements, he is not a CEO who is always very conservative and shouts "growth, growth!" unconditionally, so the company is very stable.
So, Denaibus also talks about Palantir and Salesforce together. Uh, I expect these two companies will dominate the sales markets of the government, corporations, and the general public . When I introduced the video "Palantir Mafia," I mentioned that software engineers from Palantir are founding companies that are somewhat similar but limited to specific sectors .
While Palantir's position is currently unrivaled and ahead of the curve, companies performing similar roles will continue to emerge, and it does n't feel like they will maintain a complete monopoly forever. I am currently investing in Palantir for the long term and intend to continue holding it, but in any case, the industry continues to change, and we need to keep an eye on how Salesforce is raising the level of AI .
But does that mean Salesforce can overtake Palantir ? Well, you never know. Palantir is evaluated as a more powerful company because it holds both government agencies and private companies firmly in its hands, acting as a multi-player in various fields while fulfilling the role of the defense industry and providing efficiency solutions that increase private companies' revenue.
Therefore, even if one sector falls short, the other can compensate for it, and above all, we rate it higher because of the presence of Peter Thiel and Alex Karp . CEO Sage Force is a very great person. I mentioned that there are hidden winners in AI, and those are none other than Netflix and Spotify.
Both of these are streaming companies, you know. The advantage is big data. Ah, the fact that they have all this data—what this person is interested in, how they click, which videos they use more, and which videos they watch— means that user big data is a huge asset in the age of AI . It makes you watch the next video and makes it hard to leave once you enter the app.
But what I felt was that Netflix's video recommendation system is actually really bad . Ah, I don't really watch American TV shows and I hardly use Netflix, but the videos they recommend didn't really feel that appealing to me . But now, platforms like YouTube and Facebook are no joke. Once you go in and press down on things like shorts, it's hard to get out, you know?
Anyway, as AI develops, we are unknowingly experiencing the phenomenon of becoming immersed in applications. Denaives has been in the spotlight again recently because he took office at a company called Echo Holdings. It was a place where you bought and collected World Coins. When World Coin was recommended, stock prices rose and showed a lot of volatility .
The argument for World Coin is that it is not just a simple cryptocurrency, but a technology that proves humanity in the AI era. So, as AI develops, distinguishing between humans and AI will become important, and World Coin can play that role. It sounds a bit like a dream, but money pours in instantly.
There are 30 companies that are called the AI Revolution 30 or something like that . So, it launched in June 2025, raised nearly $100 million in just one week, and is likely over $500 million now. It is very popular, and out of 30 categories, technology accounts for over 70%. The rest are things like telecommunications or consumer goods, and Oracle is included in this.
There is Broadcom, Google, NVDian, TSMC, Apple, Meta, and also Alibaba, Amazon, and Microsoft. yes. People are just transferring out and moving in here . Adobe and CyberArk were there, but they left as well. The new one is Crowd Strike, so it's a cyber security stock. Loveblox claims to be a leader in the gaming metaverse and AI sectors, and companies like G and Navios are mostly related to AI.
They are companies involved in industries that require AI, such as cybersecurity and cloud computing. If you want to make investments specialized in AI, buying this is actually a way to do it with peace of mind. We only included the stocks we were really interested in. By the way, was there anyone who invested heavily in Oracle?
You might be able to hold onto it for a while, but it isn't a company familiar to retail investors in Korea, and Larry Ellison himself is n't exactly a CEO with a great image. I kind of think Rally Ellison has guts. So, he isn't the type to get rich by working hard like an ant, like Jensen Wang or Elon Musk; he's someone who just bought an island in Hawaii, built a resort, vacationed there, bought a yacht, and lived that kind of life, yet he suddenly rose to number one.
Now that Tesla has gone up again, we do n't know what will happen by the time this broadcast airs, but Oracle was in the top 30 AI stocks . It is a company originally famous for AI . It is a stock that was already generating good revenue related to data centers due to the cloud, but it really boosted the market once again because of the contract with OpenAI.
Anyway, looking back, it occurs to me that if I had held Denives' ETF, I could have bought all those familiar companies together while indirectly benefiting from Oracle's rise . I think Adebey had a significant competitive advantage in the design industry, among YouTubers, and in areas like editing software, but despite being an IT company, it seems they concluded that the adoption of AI was a bit late.
To be honest, I think it would be great if Figma could replace this, but looking at the current stock price, that seems a bit far off. I would probably mention it once it becomes a truly hot company . I will just tell you Denaivis's top 5 stocks in no particular order. It goes like this: Nvidia, Meta, Microsoft, Palantir, and Tesla.
The Naves are Twitter X. In X, they keep repeating this kind of thing in almost three ways . So, I recently went into X and read a few things, and it says that on September 14th, the opportunity for Tesla and AI—that autonomous driving—will be worth at least $1 trillion just on its own . They have been consistently saying that on September 15th, it will be a stage where AI is authenticated using World Coin, and the AI 30 ETF continues to make this claim.
So, we are talking about what is going out and what is coming in . However, there are points to be cautious about, so to touch them up: since Denaves is an executive at World Coin, you must proceed with the premise that his analysis of World Coin may not be objective. Also, I believe that the evidence basis differs somewhat from what Bitmine's Tamri claims .
The stocks in that IFC ETF, along with Denaives, are part of Wedbush, you know . There are top events in Wedbush . You need to be aware that because that is somewhat different, the IVC ETF may differ slightly from the direction of the company, that is, Wedbush . In the case of Palo Alto, for example, although it is a cybersecurity firm, it was not included in the IBC ETF.
Since Crowd Strike is involved and there may be some detailed differences, you need to adjust your expectations before investing . This is not diversified investment. Since this ETF is heavily invested in AI, and holds a large amount of tech stocks, returns can fluctuate significantly depending on market trends—it will be quite good when the market is good, but it can also perform poorly when it is bad.
Therefore, from a diversification perspective, it is correct to allocate only a portion of this ETF to your portfolio. The truth is, Denaves was a huge, ardent supporter of Tesla and also acted as a marketer, and at one point, he also offered some harsh criticism. Lil'on Musk participated in Dodge, you know.
It seems like the company is being neglected too much, so it is a brand tornado situation. Investors' patience is becoming extremely thin. Tesla must not become a symbol of politics . They went on saying that 10% of future customers could reach this point, and in April, they even went so far as to lower Tesla's target stock price .
By around July, Elon Musk had been taken down, you know. At that time, Tesla's stock price was fluctuating wildly again, and Denives immediately established rules and strictly sanctioned the three solutions . The first step is to submit a compensation package that raises Musk's voting rights to 25% .
The first point is that we need to make them focus more on the company, and the second is that there must be official guidelines—or guardrails—for political activities. I said that we need to make sure to follow the time allocation and things like that . I said that we needed to quickly discuss strategically merging with XAI because we had to upgrade AI, but for some reason Elon Musk didn't like something, so he just wrote "Shut up and write" on X again .
It also became controversial at the time. But since Ibus did that, Tesla is at the tipping point and is not backing down . It means we are at a crossroads. The director kept emphasizing that rules must be established to focus on autonomous driving robotics . But what happened in the end? What was said today is from way back in the day .
This was a few months ago, you know. But after Elon Musk's stock price compensation came out and he bought shares himself, Tesla's stock is doing incredibly well right now . At a timing no one predicted. That is why I trade other stocks, but I really don't trade Tesla. It doesn't move the way I expect.
Stocks. And looking back, when they set fire to the front of the Tesla store and it looked like the company was about to go bankrupt, that was actually a huge buying opportunity . From now on, I will briefly summarize what Denaives said in his recent interview . Actually, since I do so many interviews, the word "recent" is meaningless.
This is actually an interview I did a few weeks ago, but since it seems to have a message, I will just summarize those two . First, regarding the question about Intel, I believe it needs to be strategically separated and is considered one of the U.S.'s core technological assets, but the reality is that current market value speaks for itself .
The stock price is currently crawling along, so we don't know what will happen. I am currently filming before the FOMC interest rate announcement on September 17th . Although the situation is very complicated, it likely means diversifying the company. Since these tech companies are far ahead in the competition, Intel is already on a treadmill from the start, but it means starting on a treadmill that is 2.5 times faster than usual.
And it was a question asking if the AI market was a bubble, and this story took place right after Sam Altman spoke in a way that implied it was a bubble, saying that people were investing too heavily in AI . If we consider this a match, it is only the second inning . It means it's in the very early stages.
This is because cases are starting to emerge where companies are using AI to generate revenue . The explosion will occur where autonomous driving and the derivative effects arising from it will continue to emerge . So, it means that it wo n't just expand in the same way, but that continuously emerging derivative technologies will lead to even more derivative technologies.
That is why I am focusing on software companies. The AI revolution will actually lead to a bull market for tech stocks for the next two or three years, and in the mid-to-long term, they are currently undervalued. Over the next 12 to 18 months, secondary and tertiary ripple effects will continue to appear in the fields of software, cybersecurity, and autonomous driving.
Uh, the point is that investors are overestimating this point and keep talking about an AI bubble . Of course, there is skepticism about AI, but it was said that every time companies announce their earnings in a quarter, it will likely prove that skepticism wrong. CrowdStrike is included in the cybersecurity section of the AI30 IBC ETF .
The companies highly regarded in cybersecurity are CrowdStrike, Palo Alto Networks, and Descaler. I chose CrowdStrike out of these three . It will play an increasingly important role in AI, and I believe it will be one of the major beneficiaries of the secondary and tertiary derivative effects of AI .
So, I said that I incorporated it this time because Cloud Strike had not yet reflected that . I believe that cybersecurity is something that absolutely must be included in a portfolio, not only because of AI but also because assets are becoming increasingly digitized due to the crypto sector. If you are unsure about what to do, you should either buy a cybersecurity ETF or invest in global stocks suitable for long-term holding.
This is because the technology is actually very complex, and it is difficult and time-consuming for retail investors to understand it while trading individual stocks. I think it is better to keep a foot in the door regarding market trends or cybersecurity in general, rather than focusing on the company's technology, and this IBC ETF includes CrowdStrike.
And I noticed that a lot of kids play Roblox . The stock market continues to perform well, and to summarize Denaves in one sentence, I would describe him as an AI evangelist on Wall Street who has gone all-in on the AI revolution . He believes in exactly three things: that we are currently in the Fourth Industrial Revolution and that this is not a tech bubble ; and that because innovation is more important than valuation, we will miss opportunities if we fail to break away from the economic indicators we have dealt with so far .
And the point is that active management is necessary. Since the AI revolution will continue to evolve and evolve as it branches out, you need to constantly adjust your portfolio . What is the conclusion? I'm saying it's an adverb of that Ive. This person might be wrong. However, at least Denaves is speaking with conviction, and while it did n't seem right at first glance, looking back, it turned out to be correct—this was the case with Tesla in the past, and it was the same with Oracle.
So, he actually created an investment product and is investing his own money into it, and in that respect, I think he is definitely a figure worth noting. The most recent photos I saw were Strategy's Mike Saylor, Beatmine's Tamri, and also Wedbsi—should I call it Wedbsi? Eco Holdings' Ives Bitcoin Ethereum Worldcoin Worldcoin is included there.
Regarding crypto, I saw a photo taken in front of the U.S. It seems true that he is a hot figure in the tech and crypto sectors, and his views are worth paying attention to, but since he always says similar things, if you are really unsure, I think both Tamley's Granny Shot and the IVC ETF are good tech stock ETFs.
Ultimately, when I manage individual stocks, I end up buying too much or not knowing the trading timing well, so tech stocks eventually tend to converge with the returns of these ETFs . Of course, there are fees, but since ETFs always offer value beyond that, I think buying something like this isn't a bad idea .
Of course, I could be wrong, but since I am someone who delivers messages consistently with conviction, I prepared today's content because I wanted to share this with our subscribers . I would appreciate your warm comments today, and please also subscribe and like . I hope you become a happy and wealthy person . thank you
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