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Five Stocks to Buy Now and Hold for the Next 10 Years
Five Stocks to Buy Now and Hold for the Next 10 Years
August 12, 2024
Have you seen the recent Salesforce commercial during the Olympics or on TV? Who are they talking about that’s going to steal your data? If you connect the dots and follow the money, you’ll realize that Salesforce is in fear of someone taking their business. That someone is the company with the most compute power, who can replace all the software you have with better software and better compute.
Salesforce is planting fear in the minds of their customers, but what’s really going on? Yesterday, I shared a video titled “Follow the Money,” where I revealed that Apple, Microsoft, Amazon, Google, and Meta have bought close to a trillion dollars’ worth of GPUs from Nvidia. Why are they doing that?
There are only three ways to grow a business: increase prices, broaden your market, or create a new product. These five companies are spending a trillion dollars to create a new product that will replace Salesforce’s business. They can come to you and say, “Share your data with us, and we’ll rent you the high-powered compute that we have made possible as a result of the trillion dollars that we have spent.” They’ll run your software, and you won’t need Salesforce anymore.
I believe that every business in the world will wake up to this reality and want to take advantage of this new technology. I’m courting Google and Meta to bring me into their AI program and give me an agent that can look at my data and create an advertising program that can reach my 66 million target audience and grow my business.
The reason these five companies are spending a trillion dollars on GPUs is to grow their business. They need to come up with something better than what they have now to stay on their growth trajectory. Apple has grown at a rate of 35% average per year, Microsoft at 32%, Amazon at 70%, Google at 23%, and Meta at 37%. They can’t stay on this trajectory without giving you something better than what you have now.
I think Salesforce is running scared, and Matthew is on the wrong train. He’s planting fear in your heart so that you don’t switch to the new technology. But why would these companies jeopardize their business by stealing your data when they can enter into a collaborative agreement with you and grow your business?
As an investor, you need to be aware of what’s happening. Why are these five companies buying up every GPU that Jensen can make? If you can’t answer that question, you need to pay attention to what’s going on. I’m taking this to the future, and I invite you to join me.
What do you think? Share your thoughts in the comments below.
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