AZ Tech Roundtable 2.0

Stock Investing Info from Earnings Hub w/ Hamid Shojaee – Part 2

AZ TRT S05 EP24 (239) 6-16-2024

What We Learned This Week:

• Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls
• Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price
• Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks
• Concentration Builds Wealth – Diversification Preserves it.
• Looking for companies that can grow 10x over the next few years, and this is hard with massive companies worth $ trillions like Apple or Microsoft

Guests: Hamid Shojaee

https://aztechbeat.com/

Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.

Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.

Axosoft – software tools for software development

PureChat – live chat software for websites

Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.

https://savvytrader.com/

Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.

Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.

Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.

Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.

Savvy Trader helps solve this problem in two ways:

1. Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
2. Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.

So go ahead, create a virtual portfolio and share it with the world.

Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!

Notes:

Savvy trader a website created by Hamid for portfolio sharing. You can see what stocks other people are buying. You can also create custom portfolio as well as build an audience. They pay creators $25 a month.

Under the Savvy Trader brand, they created Earnings Hub, which gives the quarterly earnings reports of Companies and their stocks. You can get a summary of the quarterly calls, analyst expectations, analyst analysis, the actual earnings, and the calendar on when the earnings come out.

Hamid is a long-term investor who looks for growth, earnings, and earnings validation. The old mantra of, trust but verify. He is definitely a fundamental investor like Buffet, who looks at the numbers of the company. Also believes in companies who make investments in R&D. Looking for great companies with a growing Market Cap.

Part 2

Another company Hamid likes is called Rocket L...

Stock Investing Info from Earnings Hub w/ Hamid Shojaee

AZ TRT S05 EP23 (238) 6-9-2024

What We Learned This Week:

• Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls
• Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price
• Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks
• Concentration Builds Wealth – Diversification Preserves it.
• Looking for companies that can grow 10x over the next few years, and this is hard with massive companies worth $ trillions like Apple or Microsoft

Guests: Hamid Shojaee

https://aztechbeat.com/

Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.

Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.

Axosoft – software tools for software development

PureChat – live chat software for websites

Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.

https://savvytrader.com/

Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.

Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.

Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.

Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.

Savvy Trader helps solve this problem in two ways:

1. Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
2. Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.

So go ahead, create a virtual portfolio and share it with the world.

Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!

Notes:

Savvy trader a website created by Hamid for portfolio sharing. You can see what stocks other people are buying. You can also create custom portfolio as well as build an audience. They pay creators $25 a month.

Under the Savvy Trader brand, they created Earnings Hub, which gives the quarterly earnings reports of Companies and their stocks. You can get a summary of the quarterly calls, analyst expectations, analyst analysis, the actual earnings, and the calendar on when the earnings come out.

Hamid is a long-term investor who looks for growth, earnings, and earnings validation. The old mantra of, trust but verify. He is definitely a fundamental investor like Buffet, who looks at the numbers of the company. Also believes in companies who make investments in R&D. Looking for great companies with a growing Market Cap.

Part 1

Seg 1

Public companies release earnings on a qu...

Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav

AZ TRT S05 EP22 (237) 6-2-2024

What We Learned This Week:

• EV Cars charging is slow and batteries are large & heavy
• Lithium is main chemical used in EV Batteries
• Hydrogen Fuel could be the Fuel of the Future vs solely EV Cars
• Iodine is used in Medical Industry and in large Demand
• Mineral Extraction, leads to Clean Water + Profit

Guest: Dr. Nick Sakharov

LKIN: https://www.linkedin.com/in/nsakharov

Reclaimed Minerals - http://www.reclaimedminerals.com/

Dr. Nick Sakharov, a leading expert in critical minerals extraction (lithium and iodine), hydrogen energy, and saltwater treatment.

He is a passionate advocate for a sustainable future, who believes these areas hold immense potential to address crucial challenges facing the USA.

Expertise:

With over 25 years of experience in global economy, energy, sustainability, mineral mining, a proven track record of strategy

Critical Element Extraction: extensive experience in extracting critical minerals like lithium and iodine, vital for clean energy technologies.

Hydrogen Energy: the development of hydrogen as a clean and efficient alternative energy storage source (and why it is not a fuel source).

Saltwater Treatment: Innovative saltwater treatment methods offer solutions to water scarcity and environmental concerns.

Global Economy and Everyday Life: how these scientific breakthroughs, like clean energy and water solutions, affect things we care about in our daily lives, such as jobs, energy costs, and even the price of everyday products.

Notes:

Nick has a PhD in economics, studies, new technology and strategy. He worked for 10 years in the telecom industry, and then 15 years in energy generation. The last 12 years he’s been in the US working in chemicals.

He is based out of Houston, Texas building an iodine and lithium production company - working on chemical extraction from oil waste water. Chemicals they will work on are iodine, lithium, high, hydrogen, bromine. Nick believes blue hydrogen will be the fuel of tomorrow.

Nick is working on getting investors to help purchase and refurbish a former Japanese iodine plant in Oklahoma. Potentially could be on line in under one year.

Seg 1

Oil companies extract oil and saltwater from the ground in normal production. Then they discard the water and any leftover minerals like iodine or lithium.

Iodine is used in the medical industry and also electronics and mattresses.

Lithium is used in the energy industry, mainly in batteries for electronic devices, like cell phones or EV cars, or regular batteries. Chemical lithium is responsible for faster, charging and more capacity and batteries. Nick believes lithium will be replaced as the main mineral in 10 to 15 years. There’s lots of lithium available in the world, but you do need to mine it.

Lithium batteries for EV cars are very heavy, and takes a long time to charge. The range of the EV battery depends specifically on how heavy the battery is. During the winter, EV battery is less efficient and could lose as much as half of the charge.

Lithium batteries for cell phones are not that big of an issue, as typically the batteries were replaced every two years.

Elon Musk of Tesla is building a lithium factory.

Seg 2

Hard to tell what will replace lithium in the future. Currently, companies are testing 10 to 15 different ideas. He also believes they’ll be different organic materials, which will be used in batteries in the future for a handheld for smaller devices.

Nick believes that with the EV and auto industry in the future, there is a renewed interest in hydrogen liquid gas. Electric vehicles would have both motor - an electric motor and Hydro gas fuel part. There would be a minor and smaller battery for storage.

Major shift, EV vehicles find electrical outlets in the grid and the build out is difficult. Hydrogen gas would need new gas station refueling set up. Current gas stations cannot do it.

It’s easier and cheaper to deliver hydrogen gas to rural areas. You would bring it in with the truck. Cannot use current gas infrastructure for hydrogen fuel as it has a different molecular make up.

Per Nick, blue hydrogen, could be the energy of the future for storage for energy and power. Remains to be seen, if it would be used for cars. Currently states like Oklahoma have less energy usage versus consumption. Meaning they make more energy than they use.

You have things like brown hydrogen, which could also be used in generation, and cheaper with...

AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software

AZ TRT S05 EP21 (236) 5-26-2024

What We Learned This Week:

• Host Matt on Data Centers + Energy Usage
• Lucian Aguayo of Redgear on IT Infrastructure
• Broc TenHouten of Intrinsic Power on EV Charging
• Brian Stevens of Neural Magic on AI Software
• Dr. Nick Sakharav of Reclaimed Minerals on Energy

‘Best of’ Clips from previous Tech themed aired in the first half of 2024

Notes:

Seg 1. - Clips from:

Data Centers + AI Growth Requires More Energy, is Nuclear an Option?

AZ TRT S05 EP20 (235) 5-19-2024

What We Learned This Week:

• Data Centers use lots of Energy with demand growing 15% per year
• AI Models are large software files, and this leads to more data
• Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling
• Nuclear SMR (Small Modular Reactor) may be the Future of Energy
• Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?

https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html

On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost.

For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030.

At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn’t been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.

Goldman Sachs research on AI and power needs

https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf

Full Show: HERE

IT Setup & Cybersecurity w/ Luciano Aguayo of Redgear

AZ TRT S05 EP07 (222) 2-18-2024

What We Learned This Week

• RedGear provides turnkey IT solutions for clients. Outsource IT to shift liability
• IT often an afterthought, when it should be a major priority - lifestyle of tech in a business
• Data is lifeblood of a company, need security
• Cybersecurity is just one part, need to monitor physical location, who has access, email, etc

Guest: Luciano Aguayo of Redgear

https://redgear.com/

Luciano Aguayo is a Texas native, and an active member and contributor to the Southwest Technology community. His professional career spans a diverse industry portfolio and has held various titles and certifications at the senior engineering and senior management levels. Luciano specializes in designing and implementing turnkey complex infrastructure solutions. For the past 20 years Luciano has designed and implemented numerous infrastructures for regional and local school districts, has a diverse portfolio of local and international businesses, including the federal government, and key Southwest landmarks and attractions. After several years in the private sector and after building a loyal customer base, Luciano launched RedGear in 2016. RedGear is a regional business to business technology solutions company. Since its inception, RedGear has quickly grown to 4 locations, 50+ employees, and recently opened a regional office in Phoenix, Arizona.

RedGear

RedGear provides professional technology services, equipment, and consulting in the Southwest US region. Our entire culture is built around supporting business infrastructures, while building relationships and delivering an exceptional customer service experience and always keeping our customers best interest a top priority. We’ve built our success by reputation, quality of work, professionalis...

Best of Tech Investing - Venture Capital & Angel Investing

AZ TRT S05 EP41 (257) 11-3-2024

What We Learned This Week:

• ATI - Arizona-based investors committed to supporting capital needs of early stage high growth technology driven companies within Arizona
• Applicants for Funding need to Answer many Q’s
• What Problem does your Product Solve? Who is your Competition? How Big is the Market?
• Startup Founders need to research VCs
• Startup Founders need to learn how to Tell Their Story, then work on the Pitch Deck

Seg 1

Clips from: How do Startup Founders Raise Venture Capital? w/ Chris Smurthwaite of VC Insider

AZ TRT S04 EP05 (167) 1-29-2023

What We Learned This Week

• EX VC or ‘Recovering’ VC who now works with Startup Founders to help them raise $ money & build their business.
• Startup Founders need to research VCs to understand what type of fund they have, do some research on the fund, industry & and who they work with
• What VCs do not appreciate - How to Contact a VC, do not spam, make the email personalized, this is a commitment, build a relationship
• Startup Founders need to learn how to Tell Their Story, then work on the Pitch Deck with Problem / Solution Model
• What is the Exit Strategy? Exit by Acquisition, or by IPO (go public)

Guest: Chris Smurthwaite of VC Insider

https://www.linkedin.com/in/csmurthwaite/

https://vcinsider.net/

At age 30, was hired to run a corporate venture capital fund for a $1.4 billion company.

Among other accomplishments, the fund made:

• A Seed level investment in a health tech company in 2018 which sold for $425M in 2021
• An early stage investment in a company that was acquired for $106M — 7x valuation gain over initial investment.

Since 2013, I have:

• Advised ambitious Founders whose companies are valued from $500K to $250M
• Established multi-million dollar business development partnerships with emerging companies
• Made early stage, on-and-off balance sheet investments

FULL Show: HERE

Seg 2

Clips From:

Arizona Tech Investors w/ Bob DeLean

AZ TRT S04 EP46 (209) 11-19-2023

What We Learned This Week

• ATI - Arizona-based investors committed to supporting capital needs of early stage high growth technology driven companies within Arizona
• Applicants for Funding need to Answer many Q’s
• What Problem does your Product Solve? Who is your Competition? How Big is the Market? Who are Your Advisors? What is the Business Plan? Sales Plan?
• Building a Company takes longer than you think, & costs more $ than you expect

Guest: Bob DeLean, Executive Director of Arizona Tech Investors

LKIN: HERE

https://arizonatechinvestors.com/about-us/leadership/

Bob DeLean has been an investor with ATI for more than 11 years and currently serves as the organization’s Chairman. He spent eight years as a Senior Equity Analyst with Morgan Keegan & Co., Inc., a wealth management and capital market firm. It’s now part of Raymond James Financial Inc. Since moving back to Arizona in 2004, Bob has made 28 angel investments in early-stage and startup companies, the majority being based in Arizona. Bob is an outdoors enthusiast who enjoys road trips and spending time in nature.

In the summer of 2022, he and his life-partner Maria took a five-week driving trip through various National Parks, including Arches, Grand Tetons, Yellowstone, and Glacier National Park. They love wildlife and were fortunate enough to see a handful of black bears during the trip. Locally, Bob enjoys hiking through the Phoenix Mountain Preserve and seeing the occasional rogue coyote. He is also an avid mountain biker, but it never feels like he gets out enough. Bob loves to read (although the nightstand book pile is always growing), and is an expert coin collector.

Full Show: HERE

Best of Biotech from AZ Bio & Life Sciences t...