GET IN EARLY! Top 3 AI Stocks I'm Buying Before Nvidia GTC

the best way to find great stocks before everyone else is to understand a company's products not just their profits huge growth happens when a company has the perfect product for a quickly growing Market Nvidia is making millionaires as their data center chips power the entire AI Revolution paler is making shareholders rich as their software platforms bring AI to huge Enterprises and governments and in this episode I'll highlight three more stocks set to win big thanks to generative AI that no one else is talking about because finding hidden winners is the best way to get rich

without getting lucky your time is valuable so let's get right into it first things first I'm not here to waste your time so here are the stocks that I'm going to cover Amazon which most investors don't realize is a leader in almost every area of AI Netflix which is about to benefit big time from generative AI for video and they already use lots of AI in some pretty sneaky ways and fortunate a cyber security company that's positioned to dominate its Market in the AI era Amazon and Netflix are the fourth and Ninth biggest positions respectively

in both the S&P 500 and the NASDAQ 100 which means investors that buy index funds hold these stocks already but even though they're household names I want to talk about them anyway because most people still don't realize just how much of their services leverage AI today so they tend to be undervalued as AI stocks which is the whole point of this video and speaking of AI Nvidia GTC go goes from March 17th to March 21st and I'm going to be there live GTC is nvidia's massive developer conference focused on the latest AI Innovations in every

Major Market from a gentic Ai and video games to Robotics and self-driving cars the same science behind the stocks that I always talk about I want to bring you as much value as I can when I go so leave me a comment with what you want me to cover while I'm there any Nvidia products or prototypes you want me to get my hands on and any questions you want me to ask Wong after his keynote there will be tons of free online sessions with speakers like the CTO of Boston Dynamics the CEO of rivan and

even a special panel on Quantum Computing featuring the leadership from almost every major Quantum Computing company and if you register for at least one virtual session using my link below you can win an Nvidia RTX 4080 super graphics card all you have to do is register attend at least one online session take a screenshot and send it to me after the conference using the links below I'll announce the winner a few days after the conference to give everyone some time to enter and a big thank you to Nvidia for sponsoring my trip to GTC again

this year so that I can cover it for all of you all right let's dive into the stocks even though Amazon is a household name I think it's one of the biggest hidden winners in the AI era when somebody thinks of Amazon they usually think of online shopping two-day shipping and Prime video but Amazon web services is the single biggest cloud service provider in the world with a market market share as big as Microsoft Azure and Google Cloud put together by some estimates AWS Powers roughly onethird of the entire internet at a time when Cloud

infrastructure revenues are growing by roughly 23% per year so this is a huge and quickly growing Market AWS is also Amazon's most profitable business unit by far generating more operating income than their online store and subscription Services combined aws's revenue was $18 billion in 2024 and it could hit around 125 billion in 2025 that's why I tend to think of Amazon as a cloud computing company first one that supports the world's biggest online store as well as their huge portfolio of other brands smart devices and online services the global cloud computing Market is expected to

more than triple in size over the next 8 years which would be a compound annual growth rate of 177% through 2033 but AWS could grow even faster since many cloud computing workloads are shifting from CPUs to gpus like nvidia's Blackwell chips or the tranium and inferentia AI chips built specifically for AWS and then there's Bedrock Amazon's portfolio of managed services for generative AI companies can use Bedrock to build generative AI applications run experiments with different Foundation models fine-tune and customize models for their needs and even build agents that execute tasks using their company's data Nvidia

is is actually giving multiple talks on AI agents at GTC so if you're looking for great sessions to attend or you just want to win that 4080 super GPU I'll leave a link to nvidia's talks on designing and deploying AI agents in the description below all right most investors also don't realize that Amazon is the third biggest advertising platform on the planet only behind Google and meta platforms except Amazon's ads business is growing faster than Google and meta put together Amazon has a huge Advantage here since their users have a high intent to purchase making

them much easier to Target with ads and much more likely to convert I think that's why advertising is Amazon's fastest growing business unit with revenues over $17 billion last quarter and a compound annual growth rate of 34% Over The Last 5 Years AI is going to play a huge role in making ads more personal more engaging and less expensive revenues from Ai and advertising are expected to almost 8X in size over for the next 8 years which would be a compound annual growth rate of 28% through 2033 but since it's only an 11 billion Doll

Market globally I think advertising is still hiding in plain sight for most AI investors that's why the next stock on my list is Netflix which has quietly gone up by over 75% in the last year I've been thinking a lot about Netflix in the era of generative Ai and I believe they could be one of its biggest beneficiaries especially now that Netflix has an inexpensive ad-based tier of their service let me explain why first Netflix uses AI in everything they do like how they calculate the similarity between any two pieces of content to show you

more of what you already like that's called content filtering and it's why Netflix had those famously specific content categories like gory forign satanic stories or visually striking nostalgic dramas or my personal favorite understated romantic road trip movies Don't Judge Me Netflix also uses AI to group users to together by their viewing history their preferences and their patterns of behavior when enough people in a group like a new piece of content Netflix will recommend it to everyone else in that group since they should all have similar tastes and if they don't like a piece of content

Netflix won't promote it to the rest of that group either that's called collaborative filtering and it's how Netflix keeps improving overall watch times year after year now let's get into some of the sneaky stuff Netflix uses computer vision to find the most visually appealing scenes in every video and automatically turn them into thumbnails the ones that you see are the ones that Netflix thinks you're most likely to click that's why you and your friends or family can have such different looking Netflix feeds even though you might watch a lot of the same content Netflix also

uses machine learning to help identify gaps in their overall content catalog which they can use to decide what kinds of original content to create and what they think will perform best with their users and this isn't just some small gimmick Netflix earned 107 m nominations across 35 titles and a total of 24 me wins last year alone now here's where generative AI can come into play there are many kinds of text to video generation models like Sora by open AI Runway Luma Labs LTX Studios the list goes on and on these models can generate highly

detailed environments complex camera motion and multiple lifelike characters in video clips of up to 60 seconds or longer which is much longer than most scenes go between Cuts I think Studios of all sizes will end up using AI video generators to create content faster and cheaper than before and I wouldn't be surprised to see these Technologies make their way onto Netflix where instead of just personalizing thumbnails and recommendations the content itself gets personalized to the user if you like action and adventure scenes it'll throw a few more in there if you enjoy dialogue and character

building it'll add a few extra scenes up front and if you're somebody who only watches 90-minute movies it'll give you a version with without any of the fluff the global AI video generator Market is expected to 3x in size over the next 7 years which would be a compound annual growth rate of 18.5% through 2032 and I bet that number will actually be much bigger as new AI breakthroughs make video generators simpler cheaper and more reliable over time but it's not all about the future AI is already expanding the number of languages that existing movies

can support now we're stuck on this stupid fu Tower in the middle of nowhere and I don't blame you and now we're stuck on this stupid stuck on this stupid freaking Tower in the middle of freaking nowhere and it's all my fault more languages means content can reach larger audiences which means Studios can take more creative risks instead of just making sequel after sequel that's a win for everyone and Netflix already produces way more original content than any of its competitors not to mention that they have more subscribers than all of their streaming competitors combined

Netflix finished 2024 with 302 million memberships with revenues growing 16% year-over-year and with operating income exceeding $10 billion for the first time in company history and if you want to learn more about how companies like Netflix bake AI into so many parts of their business you don't want to miss these talks at Nvidia GTC on implementing AI in organizations of all sizes that's a great way to learn more about the science behind these stocks Amazon and Netflix are household names that use AI to match their users to products to content and to ads and many

companies are set up to benefit big time as new AI tools services and physical devices help them collect analyze and even generate a lot more data around their users but open AI released chat GPT a little over 2 years ago and the entire AI industry has been moving insanely fast ever since that's why I think that cyber security is another Market that's hiding in plain sight for most AI investors let me show you what I mean there's an estimated 17 billion connected devices around the world today and that number is expected to explode to over

40 billion by the end of the decade that number doesn't include our billions of smartphones laptops or desktops according to IBM 70% of successful data breaches and a whopping 90% of all successful cyber attacks start at an end point as opposed to inside a data center that's where fortunet comes in ticker symbol ftnt fortunet has three main business units secure networking unified sassy which stands for secure access service edge and security operations all three of which will see a lot of growth thanks to AI fortunet secure networking business represents around 2/3 of their overall Revenue

it focuses on intrusion detection systems and firewalls with their for togate systems which Monitor and control Network traffic based on a predefined set of security rules kind of like a security checkpoint but for data entering a network instead of people entering a venue fortigate combines a firewall with a software defined wide area network or SD wan to Route traffic along the shortest possible path that improves performance by minimizing the average distance that data needs to travel and it also reduces security risks since that data passes through fewer devices fortinet's physical fortigate machines range from small

entry-level devices all the way to high-end models for large Enterprises and service providers but all of them run on fortinet's proprietary operating system that runs on fortinet's custom Asic chips these are perfect for highly regulated Industries like healthcare and finance that need on premises Security Solutions since they have strict rules on how where and when they can store sensitive customer data fortinet's unified sassy business unit accounts for about a quarter of their overall revenue and it delivers similar Solutions but through their fortigate Cloud platform they offer things like firewalls as a service zero trust network

access and secure web gateways and they even have a generative AI assistant called fora AI that assistant helps security teams do everything from optimized Network traffic to detect and analyze cyber threats fortinet's SEC Ops business unit accounts for around 11% of their revenue and it focuses on deploying Security Services and teams to help organizations monitor for threats respond to security incidents and analyze security data fortunet SEC Ops are heavily driven by AI to automate tasks improve threat detection and speed up response times foret reported over 80% gross margins for 2024 and their earnings per share

grew by over 45% year-over-year and the global Cloud security Market is expected to almost 4X in size over the next 7 years which would be a compound annual growth rate of 22% through 2032 I actually expect this Market to grow even faster over the AI era since there will be new kinds of devices apps and data that need securing new rules and regulations for data security new kinds of hacking techniques and malware and probably just way more cyber threats in general which would increase the need for Solutions like fortunet and if you want to learn

about how a gentic aai will help shape the future of cyber security make sure to check out these talks on exactly that and viia GTC which I'll link to you in the description below as well so there you have it while investors focus on companies like Nvidia Microsoft and paler the AI Revolution will extend to every major industry and Market but not every big winner will be exclusively focused on AI companies like Amazon Netflix and fortunet are using AI to make their core Services better cheaper more personal and more efficient and because all three are

leaders in massive and quickly growing markets like Cloud Compu video streaming and cyber security all three will keep winning even if their market share doesn't change making these three hidden AI winners a great way to get rich without getting lucky and if you want to know what else I'm investing in make sure to check out this video next either way thanks for watching till the end even though I gave you everything upfront and until next time this is ticker symbol U my name is Alex reminding you that the best investment you can make is in

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