AI & Quantum Investing: Future Portfolio Explained! #shorts

Added: 2026-05-16

[00:00:00]The past year looks like this. Now, if that happens over even the next 2 years, I'm happy. I'm fine with that. All right, my sister called me up. She lives in Nashville. I went to visit her last year and she said, "What should I buy?

[00:00:10]Are you into quantum?" So, I'm going to address that question. I'm going to give you a bit of what I'm going to tell my Great Investments program people later on because I'm going to create a model portfolio of based on AI and quantum. And I wouldn't feed it to my sister if I wouldn't eat it myself. Okay? So, maybe she'll meet Taylor Swift in Nashville. Find out. I went to the Taylor Swift Museum in Nashville.

[00:00:29]Big fan. Right?

[00:00:31]And yeah, maybe Taylor will invest. But there we go. That's the past year. Now, if that happens over the next 2 years, I'm happy. Why? Well, cuz even if I'm throwing darts at a dartboard, there's a lot of green to hit. All right, excuse me. Year-to-date performance, mixed bag.

[00:00:43]Microsoft down 14%. As some of you might know, if you follow my Prompt Public Telegram channel, if you don't, abishpatel.com is where it is. My free public Telegram channel, you'll know I bought more Microsoft. Apple's only up four.

[00:00:55]Alphabet's up 25. Nvidia's only up five.

[00:00:59]Given the amount of profits these companies are making, which you know what happens to profits? P&L, balance sheet, cash flow statement. You know what happens to profits? At the year-end, go onto your balance sheet.

[00:01:08]So, what happens then?

[00:01:10]Your balance sheet makes your company cheaper cuz your balance sheet's gone up. It's a ratio, Maxwell, price to balance sheet. Warren Buffett's favorite valuation metric, PB ratio. Price to balance sheet. Balance sheet's gone up, price stayed the same, pretty much.

[00:01:24]Company got cheaper, more attractive.

[00:01:25]You got to look at both sides of the equation, but the equation is not just valuation, it's revenue growth as well.

[00:01:30]Nvidia's still not doing well.