What will 2025 bring to the stock market?

[Bobby Bucks]

It will be interesting to see the market reaction to Trump’s announcement about the AI infrastructure project, the scale will be massive. Larry Ellison will be involved. SoftBank, Open AI. Glad I have some Oracle. Holding everything AI related.

 

[DTB]

A little off-topic: My wife and I met with our finance guy the other day. He mentioned TJ Max as one of the hot stocks. They turn over stock fast, and the average customer family income is 182K. Customers shop six times a month.

TJX has been a great stock for a long time.

Your guy might be a bit behind, just sayin'.

 

[Airstream]

Right now there is a lot of volatility in the market. My son, who works for a big investment bank, says it is going to be this ways for a while. The biggest headwind to the market is the debt which Biden exacerbated in the last few years. Two way to get rid of it, cut government spending or increase revenues through economic growth or both. I think DOGE can get some cuts done (I really hope they surprise me), but ultimately it is going to be growth through things like AI. Trump is also looking to sell a lot of Federal buildings that are not being used. Lots of controversy here because if the FED starts dumping property it could cause problems in the real estate market. But surely they need to start unwinding which is really a lot of capital just being wasted.

 

[Non Sequitur]

He talks a little about the stock market but an interesting take on the next 10 years or so:

 

[Non Sequitur]

It will be interesting to see the market reaction to Trump’s announcement about the AI infrastructure project, the scale will be massive. Larry Ellison will be involved. SoftBank, Open AI. Glad I have some Oracle. Holding everything AI related.

IMO looking back 25 years from now this may be President Trump’s legacy. If we don’t win the AI race one of our adversaries will, and that’s not a good thing. This is multiple times more important than the internet, and look at how that has changed the world.

 

[Bobby Bucks]

IMO looking back 25 years from now this may be President Trump’s legacy. If we don’t win the AI race one of our adversaries will, and that’s not a good thing. This is multiple times more important than the internet, and look at how that has changed the world.

Excellent point. I’ve read several articles through the years on the subject and all agree that the AI race is every bit as important as the Manhattan Project was. We can only hope the winner will be not be a totalitarian state.

 

[Non Sequitur]

Excellent point. I’ve read several articles through the years on the subject and all agree that the AI race is every bit as important as the Manhattan Project was. We can only hope the winner will be not be a totalitarian state.

Another reason why we need the US to be all in, the ChiComs are:

https://venturebeat.com/AI/why-everyone-in-AI-is-freaking-out-about-deepseek/

"As of a few days ago, only the nerdiest of nerds (I say this as one) had ever heard of DeepSeek, a Chinese AI subsidiary of the equally evocatively named High-Flyer Capital Management, a quantitative analysis (or quant) firm that initially launched in 2015."

"....DeepSeek-R1 scored as high as or higher than OpenAI’s o1 on a variety of third-party benchmarks (tests to measure AI performance at answering questions on various subjects), and was reportedly trained at a fraction of the cost (reportedly around $5 million), with far fewer graphics processing units (GPU) that are under a strict embargo imposed by the U.S., OpenAI’s home turf."

 

[Fernando]

Vivek was right in getting America to support nerds at school instead of athletics.
Look what happened.
By speaking the truth, Vivek got kicked out of that soon to be short lived Efficiency Agency.

 

[Bobby Bucks]

Another reason why we need the US to be all in, the ChiComs are:

https://venturebeat.com/AI/why-everyone-in-AI-is-freaking-out-about-deepseek/

"As of a few days ago, only the nerdiest of nerds (I say this as one) had ever heard of DeepSeek, a Chinese AI subsidiary of the equally evocatively named High-Flyer Capital Management, a quantitative analysis (or quant) firm that initially launched in 2015."

"....DeepSeek-R1 scored as high as or higher than OpenAI’s o1 on a variety of third-party benchmarks (tests to measure AI performance at answering questions on various subjects), and was reportedly trained at a fraction of the cost (reportedly around $5 million), with far fewer graphics processing units (GPU) that are under a strict embargo imposed by the U.S., OpenAI’s home turf."

That’s my next reading material. Hadn’t heard of it.

Vivek was right in getting America to support nerds at school instead of athletics.
Look what happened.
By speaking the truth, Vivek got kicked out of that soon to be short lived Efficiency Agency.

Vivek is going to run for governor of Ohio, the media is exaggerating his differences with Musk.

 

[Fernando]

That’s my next reading material. Hadn’t heard of it.

Vivek is going to run for governor of Ohio, the media is exaggerating his differences with Musk.

Sounds good, doesn't it. Instead of being pushed out by the MAGAs.