when exactly does all this capex spending lead to actual revenue?

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Not so sure it would be wise to settle it for shareholders of J&J or Kenvue’s. Inevitably would create a perception of guilt and be terrible for their reputation/trust as a brand (i.e admission they WERE hiding something) and likely open them up to more civil lawsuits. Neither of which are likely to lead to the blessed promised land of long term shareholder value.

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I think you’re right that AI will replace a lot of jobs, but it’s going to happen slower and messier than people think. Most companies don’t really know how to use it yet. It’s like the early internet - everyone saw the potential, but it took years before businesses figured out what to actually do with it. Right now a lot of companies are rushing in thinking AI will fix everything. Some will fire useful workers and replace them with systems that break under real-world pressure. When that happens, people will pull back and get more cautious about using it. But over time, the tools will improve and adoption will pick up again. I think one interesting thing to note is that AI doesn't want to do anything. You have to ask it to do something and give it purpose. And when prompting, the more you understand about what you are trying to do the better you can frame your request so the AI does a better job. This means that highly knowledgeable and skilled people will be very valuable... yet all the people who are new and not yet trained to be that skilled will be worthless. So how are the old experts going to get replaced? Where is the pipeline from baby to top engineer? And if you don't let everyone compete how are you going to know who is really the actual genius? So you can't just starve everyone or you will end up with no one left to run the machines. It will turn into Wall-E 100%. That, or you find a way to continue the pipeline of new human to new engineer/scientist/artist/designer/whatever. Besides, have you seen AI's 'imagination'? It's literally nightmare fuel. You do not want AI to 'come up with its own style'. It'll just be a local minimum that morphs between impossible states that it terrifyingly found a way to make possible. So either humans remain lead designers or humans will be exterminated. And it just so happens that AI works best when you tell it to design what the lead engineer understands.

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Anyone have a strong lead on an option play? still looking to land my first 5 bagger

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I feel like Elon is straight up orchestrating manipulation of TSLA in the lead up to the Nov 5 shareholder vote. Easiest way to explain the price action on this garbage

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For a while everyone thought lead paint was a good idea

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I specifically said excluding options TWICE in my comment and that's what you lead with. Again, it sounds like you know exactly what stocks will go up and completely solved the stock market. I'll leave the stock picking to you Mr. Buffet - can't want to see you on the cover of Forbes.

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Its so dumb because it wont lead to more sales. Its just another "alexa order more toilet paper"

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He is paid to lead... Not to read.

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Probably. Gold stocks lag the commodity in climbing and lead in decline. They do pay dividend in between though. And it means they are less volatile.

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