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Dear Investors,
Welcome to this week’s Friday Vibe Check Wrap Up – where we cut through the noise and give you the real pulse of the markets. This week, AI just changed the game forever. Let’s break down the major shifts, winners, and what you need to do next.
Today's Wrap UP
💡 AI Vibe Check: The Game Just Changed
The AI Fence is Down
🔍 Insight | 🏆 Winners | ❌ Losers |
|---|---|---|
AI is now uncontainable. DeepSeek just proved that efficiency matters more than raw GPU power. | Meta, Google, Apple – Companies that embrace open-source AI & efficiency-first models. | NVIDIA (short-term concerns), Governments trying to control AI – AI cannot be bottlenecked. |
Open-source AI is now in the driver’s seat, accelerating development at breakneck speed. | AI Software Companies (OpenAI, Anthropic, Mistral, etc.) – The value is shifting back to software. | Closed AI models (OpenAI GPT, etc.) – Open-source competition is heating up. |
💥 Final Take: AI dominance isn’t about controlling hardware anymore. It’s about who can innovate fastest, cheapest, and smartest.
The DeepSeek Breakthrough – What Just Happened?
DeepSeek, a Chinese AI company, just flipped the AI script with four major breakthroughs: ✅ AI models that run on fewer GPUs while maintaining state-of-the-art performance. ✅ Massive efficiency gains, slashing AI training and operational costs. ✅ Open-source release, letting the entire world build on their progress. ✅ Advanced reinforcement learning, making AI smarter and more reasoning-driven.
🚀 Winners | 🔻 Losers |
Meta (Llama 3), Google (DeepMind), Apple (AI without the GPU arms race) | NVIDIA (short-term uncertainty), Closed AI models, Governments trying to restrict AI |
AI software companies – The value shifts back to algorithms, not hardware. | Companies relying on GPU scarcity to maintain an advantage. |
🔥 Final Take: AI is becoming cheaper, smarter, and more accessible. Investors should back companies adapting to this shift – not those clinging to old advantages.
The AGI Race – What’s Coming Next?
Forget the idea of a single “AGI moment.” The future of AI is a continuous intelligence explosion.
✅ AI Reasoning Becomes Key: AI that can explain its thought processes rather than just output answers.
✅ The Multi-Agent AI Future: Instead of one big AI, we’ll have networks of AI agents specialized for different tasks.
✅ AI Everywhere: Expect 10, 100, or even 1,000 AI agents working for you at once.
🔥 Final Take: AGI isn’t an event – it’s an unstoppable wave. AI will be embedded into every industry, workflow, and decision-making process.
🌍 The Geopolitical Reality – AI is Bigger Than Any One Country
The U.S. just learned that AI dominance isn’t about chip restrictions—it’s about speed.
🔹 DeepSeek shattered the illusion that AI can be contained via hardware gatekeeping.
🔹 Trying to restrict AI growth is like trying to stop the internet in 1995—it won’t work.
🔹 The nations that embrace open-source AI will win the AI race.
🔥 Final Take: AI is the new electricity. The fastest adopters will dominate the global economy.
🚀 AI Conviction Vibe Check: The Best Investments in AI
Where to Invest & What to Avoid
🚀 Where to Invest | 🔻 Areas to Be Cautious About |
Big Tech adapting to AI: Meta (Llama 3), Google (DeepMind), Apple (integrated AI hardware/software). | ❌ Chip-only AI bets: NVIDIA is still strong, but AI efficiency changes the game. |
AI Infrastructure & Cloud: AI compute demand will keep rising, even with efficiency gains. | ❌ High-margin AI services: Open-source AI is crushing closed, high-cost AI services. |
AI-powered business tools: The rise of personal AI agents means big opportunities in AI productivity. |
🔥 Final Take: This isn’t a temporary trend—it’s a fundamental shift. The winners will be those who move fast and adapt.
Top AI Investment Convictions
📌 Company | ✅ Vibe Check | 🔥 Why? |
Meta (META) | 💯 High Conviction Buy | Llama 3, massive AI training datasets, and open-source dominance. |
Google (GOOGL) | 🔥 Strong Buy | YouTube’s data advantage + DeepMind’s AI research. |
Apple (AAPL) | 🚀 Smart Buy | On-device AI, Apple Silicon, and AI-powered iPhones. |
Microsoft (MSFT) | 🏆 Cautious Buy | Enterprise AI king, but facing open-source risks. |
NVIDIA (NVDA) | 📈 Long-Term Buy | AI inference still dominates, but expect volatility. |
Reddit (RDDT, if IPO’d) | 🤖 Potential AI Jackpot | AI needs fresh user-generated data, and Reddit owns it. |
Shopify (SHOP) | 📢 AI-Powered E-commerce Winner | AI will create millions of new small businesses. |
Live Nation (LYV) | 🎟️ Still a giant, but disruption looms | AI-powered ticketing could reshape live events. |
Closing Thoughts: Adapt or Get Left Behind
🚀 AI isn’t a trend—it’s the next industrial revolution. 🦖 Trying to contain AI is like trying to keep dinosaurs inside Jurassic Park—it’s not happening. The game has changed. Now it’s about who can move the fastest.
Final Final Take: AI is now a race of adaptation. Investors, businesses, and governments that move fast will thrive.
Stay ahead, stay aggressive, and stay informed.
Sincerely,
LINDA
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