Gib had a few points to mention about AI. He is using it to help understand the stock market. He sent an email with some of the stock picks he is following. He uses Google Gemini to identify opportunities, analyze individual stocks and obtain detailed information, history and outlook for industries and businesses.
With this approach he was able to capture Rocket Lab’s (RKLB) stock surge of nearly 34%. Rocket Lab is a company that launches satellites into space, among other things.
Google Gemini identified the stock Intuitive Machines LUNAR. This stock jumped up 19% on May 9th.
Joby Aviation (JOBY) closed up 8.8%. The company will be manufacturing electric flying vehicles. The company recently completed the first-ever point-to-point eVTOL flight in NYC.
Gib also mentioned some small nuclear reactor companies to watch such as NANO Nuclear Energy Inc. (NNE) and NuScale Power Corporation (SMR).
“May the fourth be with you” references to Star Wars came up along with the new movie soon to be released on May 22nd.
Several security-related topics came up. Pat talked about VPNs. This was part of a long conversation about government surveillance.
Gib mentions that he set up a virtual physical address for his new company using iPostal1. This prompted a discussion about office tools and led to a conversation about personal financial management software.
Memory prices and laptop costs came up when Gib said he was watching the stock price of MU, Micron.
Gib said he is using AI to generate pictures and videos.
A brief conversation about government and policy related to inequality occurred. Gib mentioned Thomas Sowell and the opinions of Jordan Peterson on Gender Pay Gap.
Pat said he stopped listening when the topic of politics came up. The economic theory debated concerned the relationship between inflation and money printing. Gib stated that inflation is not the problem if the poor get money.