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Follow The Money Radio

PODCAST: The AI Revolution

January 22, 2025

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Explore the transformative potential of artificial intelligence in our latest episode, "The AI Revolution." Jerry Robinson discusses the historic $500 billion Stargate AI infrastructure initiative announced at President Trump’s inauguration and its implications for the U.S. economy. Learn about the key economic themes driving AI adoption in 2025 and discover Jerry’s top AI stock picks for capturing long-term growth, including NVIDIA, Microsoft, and more. This episode highlights why AI is poised to dominate the decade and how investors can position themselves wisely.

Show Notes

Segment 1: The Next AI Horizon - Operation Stargate

SEGMENT BEGINS AT 02:05

Host Jerry Robinson kicks off this episode with a look at Operation Stargate: what is it and why is it pivotal to the world of artificial intelligence? Topics include:

  • What is Operation Stargate?
  • The significance of the $500 billion investment into AI
  • The energy demand of the AI revolution
  • AI workforce and job creation
  • Will China sit back and watch the U.S. take the AI reins?

Segment 2: AI Investments & Stocks

SEGMENT BEGINS AT 14:20

Jerry Robinson shares six areas for investment into long-term AI growth, as well as challenges and what’s on the AI horizon. Jerry discusses:

  • AI INVESTMENT #1 – Semiconductor manufacturers
  • AI INVESTMENT #2 – Cloud providers
  • AI INVESTMENT #3 – Software and solutions
  • AI INVESTMENT #4 – Infrastructure and construction
  • AI INVESTMENT #5 – Battery and energy storage
  • AI INVESTMENT #6 – Venture opportunities
  • AI challenges and criticisms
  • The 2025-2029 AI Horizon

Segment 3: The Final Word w/ Jerry Robinson

SEGMENT BEGINS AT 32:35

Jerry closes out today’s show with a summary of key takeaways and a thought-provoking quote from Sidney Harris.

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