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Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Lot of upside if things go right.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

It does have some execution issues going on right now.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Debt levels are high, but I think that it can really perform well for shareholders if it can get back to some same-store sales growth.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Well, we'll start with gold.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

It's not because I'm sure that it's the best business here, but with Discord, I'm very intrigued with what the financials could look like.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Discord is a communications platform.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

You can form communities inside of the platform.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

It seems like this is a business that can certainly...

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

do some really good numbers as it scales.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I'm curious about that.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Listen, SpaceX slash XAI, I'm going to give the silver medal here.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I do think that, you know, on one hand, we're kind of joking around a little bit about one Elon Musk company buying another Elon Musk company.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

On the other side of things, I do think that there is a real business strategy here with AI in space and that combination.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

And

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I am a sucker for restaurant stocks.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I definitely will take a look.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I know.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I've bought so many bad restaurant stocks over the years.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I am choosy at this point, but I'm always intrigued.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

All right.