The video suggests that AI is expected to impact all stocks, similarly to the internet boom, causing wealth creation. Focus is placed on great business metrics, specifically companies displaying consistent cash flow generation, consistently thick or consistently thin margins and good balance sheets. The video also mentions a warning that too much increase may cause corrections. The video says investors can achieve profits by diversifying their portfolio to include T-Bills, cash, gold and silver. The speaker is doing his first AI stock recommendation in October of 2025 issue, with the suggestion that good writers and talkers will be invaluable. The speaker gives specific AI stock recommendations with names like AAPL, MSFT, COST with a positive fundamental outlook, saying AI will find them anyway and make them even better.