AI could be biggest productivity upgrade in history, Valtrion CEO says

本站添加: 2026-05-23

[00:00:00]bring in Valtry CEO Rob Luna. All right, Rob. Now, you were pounding the table.

[00:00:04]You've been pounding the table on a on a few Quantum names. You still buying or you still holding?

[00:00:10]>> Yeah. So, ONQ is the one we've been holding for a long time. We listened to you right back at the beginning, Charles Regetti. But Q is one that we're on.

[00:00:18]We're continuing to hold that long. And look, it for the next stage of AI where this is going to have to go. It's going to have to be powered from supercomputing quantum computing. This is a name I think you're gonna have some volatility with, but you got to be in this space, Charles, if you believe in AI.

[00:00:30]>> Yeah. So, Regetti, for those RGTI, this is just one of the several quantum funds that are coming up. We can see right here a major major breakout, folks. So, uh this move, by the way, early this morning looked like there was going to be some profit taking. Forget it. They're up again. You made some interesting comments and you've been talking about this uh a lot about AI changing the rules. You're saying it's changing all the rules. Talk about that for a moment.

[00:00:55]Look, I mean this is going to be the largest upgrade to productivity in human history Charles trials. And the reason why is because it's incre it's increasing human intelligence. It's not just one industry or sector. And what that allows it to do is it take it across every industry. So everyone I'm talking today, every business that I consult with, they are thinking how do we do more for less. And if you're someone who doesn't know what claude means, you better find out pretty soon because the productivity we see in our group, we see across other industry sectors is increasing 5x 10x. And the people who do not keep up with that, Charles, are going to be a lot of trouble. So the way you invest, the way you work, the way you think needs to be simultaneously powered through AI.

[00:01:35]>> You've got a lot of names that are up huge uh from the show in the last couple of years. I know and Seagate is one, but you still like Seagate. Even if someone's not in this stock now, and it pulled back a little bit, maybe breaks out here to a double top. You still like this name.

[00:01:49]>> We still like that. We still like Micron. We liked it at the beginning of last year. It ran up over 100% last year and everybody said, "It's too late to get into it." Well, it's up over another 100%. I I've been just like you, Charles, trading this market since 1998.

[00:02:03]I think we were at very early stages.

[00:02:05]And when you look at the memory that's going to be needed for all of that's going on in AI right now, there's only a few players. And if you don't own own Seagate, I think a year from now, you'll be unhappy with yourself. Two years and three years. I think it's still early stages. Of course, Charles, markets are volatile. Can you pull back 10 15% at any time, yes, but do not let that scare you out of the long-term thesis.

[00:02:25]>> Yeah, you can't have stop losses in this, not traditional 5% stop losses.

[00:02:28]Okay. So, what I love is you you you never wavered on crown strikes. So here we had, you know, sort of the a uh the AI scare. Uh it it it took a lot of these names out, including the software names. That mythos from um Anthropic really was and all of a sudden, I mean, I wasn't even paying attention. This move in Crowd Strike is mindboggling.

[00:02:48]Still worth holding here, Rob.

[00:02:50]>> Yeah, it's been a beast. We've been in it since it's IPOed. We barely sold any of it, Charles. We're staying long Crowd Strike because everything happens. And now you're you see Jensen talking about physical AI. Everything's being infiltrated going into the cloud, going into AI. Security is a big concern. You take a lot every industry, the the scope in everything right now is on cyber security and a name like Crowd Strike is super well positioned to be able to take advantage of that.

[00:03:16]>> You know, Rob, um, one core part of your business is education. And I like what you you're doing with people. You're saying we're training kids for jobs that may not exist. You talk about the old economy uh and rewarded stability, compliance, credentials uh and the new one will reward adaptability, speed, creativity, distribution, ownership, personal brands. I think you know what this is also applicable to investing as well. Good stuff, my man. You're killing it on all on all fronts, Rob. Thanks a lot.

[00:03:44]>> Appreciate it. Thanks dr.