I just got back from a road trip around Iceland — and with 23 hours of daylight, I barely slept. I had a ton of time in the car, so I used it to binge-listen to podcasts and YouTube videos about AI. It’s a wild world right now. The pace of change is insane, and it feels like something new is dropping every day.
Roadtripping in Iceland + 23 hours of daylight = lots of thinking about AI and investing
As a self-directed investor, I’ve never been more excited about the opportunities. The tools we now have access to are unbelievable — things that used to take hours (or days) can now be done in seconds with the help of AI. I’m diving in and learning as much as I can, and I’ll be sharing everything I learn with you as I go. My goal is to help us all take advantage of this moment. The opportunity is real, and it’s just getting started…
From Research Assistant to Portfolio Co-Pilot
Over the past year, AI tools like ChatGPT, Perplexity, Claude, and Bard have gone mainstream — and self-directed investors like yours truly are starting to realize the power they hold. What used to require hours of number crunching and chart-watching can now be done with a well-crafted prompt.
We can’t yet depend on AI to get reliable stock tips or replace our judgment… but it can make us faster, more informed, and better prepared. Think of it as having a 24/7 research assistant that can:
- Summarize earnings reports in plain English (and in seconds!)
- Compare companies side-by-side based on metrics like valuation, growth, and profitability
- Generate investment theses from your criteria
- Scan headlines or transcripts for sentiment and tone
- Organize your workflow
Best of all? These tools are constantly getting better, and they’re accessible to anyone with an Internet connection.
AI Doesn’t Replace Critical Thinking — It Supercharges It
One of the biggest misconceptions I’ve come across is that AI will “pick stocks for you.” That’s not how it works. Instead, we can use AI to:
- Accelerate repetitive tasks like screening and data gathering
- Translate complex jargon into digestible insights
- Backtest strategies to see what’s worked historically
- Find patterns you might miss on your own
It’s not about replacing human insight — it’s about enhancing it. Think of AI as a second set of eyes, not a magic 8-ball.
Until recently, the only people using AI in investing were hedge funds with armies of data scientists. But that’s changed. ChatGPT can help you analyze financial statements or build stock screeners with simple prompts. Perplexity provides real-time answers with cited sources — great for fact-checking and market overviews. TrendSpider and TradingView integrate AI to detect patterns, volume spikes, and crossovers. Googles Sheets + AI plugins allow for dynamic watchlists, earnings filters, and alerts.
Whether you’re an income investor, a momentum trader, or somewhere in between, AI is changing the game… and we truly have opportunities like never before. Don’t wait — now’s the time to start learning how to harness these tools.
With this in mind, in the days, weeks and months ahead, I’ll be showing you exactly how I’m using AI to become a better investor and get an edge… and how you can too.
Stay tuned!
Greg Patrick
$3 billion+ in operating income. Market cap under $8 billion. 15% revenue growth. 20% dividend growth. No other American stock but ONE can meet these criteria... here's why Donald Trump publicly backed it on Truth Social. See His Breakdown of the Seven Stocks You Should Own Here.
