Bezos is reinvesting his money into a company utilizing a fast-emerging technology…that he believes will “improve every business.”

7 responses to “ Bezos is reinvesting his money into a company utilizing a fast-emerging technology…that he believes will “improve every business.””

1. mountinfun says:

   December 22, 2019 at 2:10 am

   I know there was a discussion that this technology is “AI”—but now they are saying : Five years from now, you’ll probably wish you’d bought this stock.

   Reply
   • Florence Huntington Bradley says:

     August 23, 2021 at 12:27 pm

     So what’s the ticker. Someone said A1.A3 or A1A3 but they don’t work.

     Reply
2. timmickiewicz says:

   December 26, 2019 at 11:29 am

   So what is the secret teaser? I can’t figure it out. The fools are not alone with this tease. I tried doing a bit of backdoor research, but it all leads to other teaser sites. I wanna make a trillion too!:)

   Reply
   • jesse says:

     January 12, 2021 at 6:16 pm

     the stock is called AI and goes by ticker simble A3.AI.

     Reply
     • Florence Huntington Bradley says:

       August 23, 2021 at 12:23 pm

       That comes up as Newgate Funding

       Reply
3. Daniel Gnatz says:

   March 21, 2021 at 11:52 am

   Glad to join

   Reply
4. Travis Johnson, Stock Gumshoe says:

   August 23, 2021 at 12:49 pm

   These Motley Fool Stock Advisor AI pitches over the years have almost always focused on the chipmaker fueling a lot of AI work, NVIDIA (NVDA). For those asking about the ticker “AI”, that’s the ticker for the company C3.ai, which came public fairly recently . AI has been disclosed as a stock that the Motley Fool recommends and owns since about June, though I haven’t yet covered any teaser pitches that specifically hint at that one.

   Here’s what I noted about AI in a Friday File back in May, FWIW:

   C3.ai (AI) is beginning to come down to prices where you could begin to make some rational valuation arguments… but it’s still really tough to justify unless you have a high degree of certainty that they’re going to add some more large clients — their “flagpole” customers are huge, they have only 30 or so customers and have a very concentrated dependence on their biggest customers (Engie and Baker Hughes brought in more than a third of AI’s revenue last year)… which is a challenge if you have a bad couple quarters with no big customer sales or lose a big customer (so there’s also a specific and immediate risk right now, as they’re reportedly renegotiating the Baker Hughes contract).

   Still, they have huge contracts for an enterprise cloud software company, and if they’re as impressive as they believe themselves to be and can inspire other big customer to sign on (the strategy is to sign “lighthouse” customers and use them to impress the rest of the sector and bring on more customers), then they can grow into this valuation eventually. With that kind of customer concentration, though, and with customers where one big renegotiation can dramatically shake up the business, you have to know it really well to buy — and I don’t know C3.ai well enough yet to pay 30X revenues for what is expected to be only 15-20% revenue growth this year. Their lockup period expires in a week or so, it will be interesting to see if there’s a further dip and some big insider selling.

   There’s been some big insider selling now that the lockup has expired, and they report their next quarter in about a week, so the story could change quickly. I haven’t looked into whether there’s since been news on that big Baker Hughes contract, or whether they’ve signed (or lost) any big customers.

   Reply

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