Jordi Visser

I wanna focus on the AI adopters.

So why are banks making new highs?

The opposite of CapEx is expense reduction.

I want to be long the companies that are reducing expenses that are now going to benefit from AI.

And I want to be involved in the biggest AI theme, which I'm going to do this weekend on my video for about half it.

I would say this weekend is the one weekend that for traders, if they haven't ever gone to YouTube and watched it, I will cover with charts, a lot of the momentum stuff, a lot of the growth stuff, but I will also cover what I believe is going to be the biggest theme for next year, which is pharmaceuticals with AI.

interesting explain a little bit more just so people understand uh it's like drug discovery it's drug development it is something to do once the drug is already out there how do you see that so drugs are uh i mean they arguably are the most important thing and the most disruptive thing when you actually get solutions so i want people to go back to covid um because when moderna

and if people haven't heard this, Moderna came out with the vaccine blueprint two days after they got the blueprint or the sequence from China.

Once they had the virus details, the vaccine was created two days later, the blueprint.

That was before a single person in the United States was declared dead.

So this was before it was even a market event.

That's how quickly, and it was all related to artificial intelligence.

The stock that day was $20.

A year and a half later, it was $500.

And everyone remembers, Moderna couldn't be stopped.

And that was because they took what they had done and said, oh, mRNA technology is going to change the world and we're going to cure everything.

That is an S-curve adoption scenario.

Like, it will.

be involved in curing everything eventually, but at the time it was too fast.

So the stock has basically cratered back down.