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Four companies plan to spend more than $700B on AI this year. Desmond runs all seven Magnificent 7 stocks through one test: who receives that money, who gets paid back, and who is just hoping. He names his number 1, the two he thinks are losing the AI race, and what would prove him wrong on each.
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Timestamp:
00:00 The Real AI Winner Isn’t the Obvious One
00:28 Why the Magnificent Seven Stopped Moving Together
01:03 The $700 Billion Test for Every AI Stock
01:42 Stocks #1: The Company Getting Paid First
03:29 The AI Spenders Are Not All Equal
03:39 Stocks #2: The Cloud Comeback Story
04:51 Stocks #3: The Biggest AI Spender
06:06 Stocks #4: The Highest-Risk AI Bet
07:59 The Two AI Losers
08:04 Stocks #5: The Promise Trade I’m Not Buying
09:57 Stocks #6: The Uncomfortable AI Loser
11:42 Stocks #7: My No. 1 AI Winner
13:59 My Final Verdict on the AI Race
14:08 Which Stock Would You Pick?
📊 THE TRADING DESK (free): https://desresources.com/tg/
I may own or trade positions in any security mentioned. Nothing here is financial advice.
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DISCLAIMER: Future Trends’ videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and Future Trends personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical.
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