James Altucher

Yeah, but Costco's got the membership aspect. So it's got a big moat, which is why Charlie Munger, you know, Warren Buffett's former number two guy, he's passed away. But Costco also, I'm bullish on, is a very smart company. By the way, you could buy gold bars at Costco, sometimes at a discount to the regular gold price. That's the only time I would buy gold.

Yeah, but Costco's got the membership aspect. So it's got a big moat, which is why Charlie Munger, you know, Warren Buffett's former number two guy, he's passed away. But Costco also, I'm bullish on, is a very smart company. By the way, you could buy gold bars at Costco, sometimes at a discount to the regular gold price. That's the only time I would buy gold.

Yeah, but Costco's got the membership aspect. So it's got a big moat, which is why Charlie Munger, you know, Warren Buffett's former number two guy, he's passed away. But Costco also, I'm bullish on, is a very smart company. By the way, you could buy gold bars at Costco, sometimes at a discount to the regular gold price. That's the only time I would buy gold.

NVIDIA... I'm mostly bullish. But here's the thing. Eventually, you're not going to need 100,000 NVIDIA chips to make the best AI, just like you don't need any more to upgrade your phone every year. We used to upgrade our phones every year. Now we don't really have to. I mean, I just bought an iPhone 16, but my last iPhone was the iPhone 12 because it was good enough. And eventually...

NVIDIA... I'm mostly bullish. But here's the thing. Eventually, you're not going to need 100,000 NVIDIA chips to make the best AI, just like you don't need any more to upgrade your phone every year. We used to upgrade our phones every year. Now we don't really have to. I mean, I just bought an iPhone 16, but my last iPhone was the iPhone 12 because it was good enough. And eventually...

NVIDIA... I'm mostly bullish. But here's the thing. Eventually, you're not going to need 100,000 NVIDIA chips to make the best AI, just like you don't need any more to upgrade your phone every year. We used to upgrade our phones every year. Now we don't really have to. I mean, I just bought an iPhone 16, but my last iPhone was the iPhone 12 because it was good enough. And eventually...

Nvidia chips will be just good enough, but it's growing so fast now. I would, I'm still bullish on Nvidia, but not for the super long run.

Nvidia chips will be just good enough, but it's growing so fast now. I would, I'm still bullish on Nvidia, but not for the super long run.

Nvidia chips will be just good enough, but it's growing so fast now. I would, I'm still bullish on Nvidia, but not for the super long run.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.

Yeah, nuclear I'm very bullish on.

Yeah, nuclear I'm very bullish on.

Yeah, nuclear I'm very bullish on.

Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.

Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.