00:00The stocks that are making new highs, the stocks that are going up, what all of those have in common,
00:05whether we're talking about a consumer staple stock or we're talking about something that moves earth or is involved in
00:12mining or agriculture or data center build outs, they are heavy asset companies with low obsolescence risk.
00:21So Halo is heavy assets, low obsolescence. The market is sorting out what can be replaced by the next product
00:28launch from Anthropic and what can't.
00:30And you really can't type something into an LLM and get a Hershey bar in your hand. And the market
00:36understands that.
00:37You obviously can't see a situation where Claude is going to produce a tractor.
00:43Apply my test. Does this company have heavy assets and what is its obsolescence risk relative to the 700 billion
00:53some odd dollars in CapEx that are being spent by the AI complex?
00:58And if the answer is no, they can't replace this and the assets are meaningful, maybe it's a utility, maybe
01:04it's an industrial, maybe it's a staple.
01:07But chances are you have a stock that could actually work.
01:10Thank you.
01:10Thank you.
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