AI Is About to Become FREE… Here’s Where the Money Goes NEXT

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The analysis suggests a shift in investment strategy due to the potential for AI to drive down the cost of intelligence. The presenter proposes a new portfolio allocation for investors, particularly those in or nearing retirement. The core of the strategy involves four ETFs: RSP (Invesco S&P 500 Equal Weight ETF) representing 40% of the portfolio, aiming for a target of 170 from a current price of 150, with a fail bound at 140, indicating a bullish outlook. SGOV (iShares 0-3 Month Treasury Bond ETF) accounts for 20%, with a target of 103 from 100 and a fail bound at 99, also bullish. GLDM (SPDR Gold MiniShares Trust), representing 15%, is positioned for a bullish move to 45 from a current price of 40, despite current prices being down 25% from January highs, with a fail bound at 35. Finally, GNR (State Street SPDR S&P Global Natural Resources ETF) makes up 15% of the portfolio, with a target of 60 from 50 and a fail bound at 45, reflecting a bullish stance on natural resources. The overarching theme is to invest in assets that AI cannot easily replicate or commoditize, such as physical resources and companies less exposed to the immediate commoditization of AI services, while also maintaining a cash-equivalent position through short-term treasury bills for stability.

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