Mmm...Trillions! AI Investments are Making Doughnuts, Er, Money!

Trillions? More Like Tri yumms!

Woohoo! A trillion dollars in AI? That's enough to buy a whole lotta Krusty Burgers! Some fella named John Belton says all the tech companies are gonna spend this crazy amount on AI stuff. At first I was like 'D'oh! That sounds like a waste of perfectly good money!' But then he said it might actually *work*. Like AI could be better than Lenny at... well anything really.

Spending Money to Make Money...Sounds Risky!

So apparently Google Amazon and those other nerds are gonna blow $320 billion next year alone! That's a lot of dough! But Belton says these companies are already making money off it so I guess it's like when I buy a Power Sauce bar hoping to get superpowers. Sometimes it works... sometimes it doesn't. But hey you gotta try right?

The S Curve? Sounds Like a Rollercoaster!

This Belton guy keeps talking about an "S curve." Sounds like one of those crazy rollercoasters at Krustyland that almost kills you! He says AI is finally hittin' the steep part which means it's gettin' good. Kind of like when Marge's blue hair is lookin' extra good after she dyes it you know it's gonna be a good day! He says the biggest spenders are gettin' the best returns today. Mmm returns...

My Portfolio is Magnificent...Like Me!

Turns out Belton's got his money in those "Magnificent Seven" companies like Microsoft Nvidia and Amazon. This year his fund's doing great better than a lot of other funds he knows his stuff. So maybe this AI thing ain't so bad after all. If he's smart enough to pick the right stuff who am I to judge? Woohoo!

Cheaper and Better? Now We're Talkin'!

Belton says the cool thing is that AI is getting cheaper *and* better. D'oh! That's like when Duff is on sale *and* extra cold! He thinks companies will use AI for everything. Heck maybe AI can finally figure out how to get the TV remote unstuck from the couch cushions! He even mentions AI might be replacing workers! Uh oh. Time to up my donut eating game.

AI is Changing the World…or At Least the Supply Chain

This AI stuff is getting into everything like AI in autonomous cars and even discovering new drugs! Belton also mentioned some companies like ServiceNow Broadcom and GE Vernova that are using AI and making bank! Sounds like a bunch of smarty pants companies doing smarty pants things. Maybe I should invest…or just buy more donuts. Decisions decisions...