I’ve heard constantly from doubters, skeptical investors, and more than a few TV types in the studio over the past few years: “When are ‘they’ – meaning various companies - gonna monetize AI?” comes the challenge. Well, Oracle Corp. (ORCL) just gob-fobbed the spreadsheet cowboys, observes Keith Fitz-Gerald, editor of 5 With Fitz.
My answer has always been the same: They’re doing it right now, which is why smart investors should be buying in ahead of time, before the crowd wakes up. Or risk getting left behind.
Well, now the “crowd” knows. ORCL’s shares surged 42% last Wednesday, the best single day for the stock since 1992. Hooyah!
(Editor’s Note: Keith is speaking at the 2025 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 16-18. Click HERE to register.)
Can it continue? Let’s put it this way. I wouldn’t bet against Larry Ellison & Co. any more than I’d bet against Elon Musk.
Mark my words. I said on CNBC a few years ago and many times in interviews since: “AI will go down as the greatest recorded investing theme in human history.” And if you are not on-board one way or another, you are kidding yourself.
Investing is a funny thing. Loads of people say they want to be rich but precious few actually do what it takes. There are only two paths:
- Learn what you need to do and make it happen, or
- Make excuses.
The former will change your life in ways you cannot possibly imagine until you get started. The latter will too, just not the way you anticipate. I speak from experience.
