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Goldman Sachs: The AI Play Nobody Thinks About


I'm opening up the LEAPS Trader Super Bundle for a few hours ahead of the LIVE LEAPS Trader super special show today at 1pm ET.  This is your chance to sign up and then level up. Click the word SUPERBUNDLE here: SUPERBUNDLE

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Goldman Sachs (ticker: GS) isn’t winning any workplace popularity contests right now.


They’ve been quietly replacing analysts, coders, and even IPO bankers with AI-and CEO David Solomon isn’t shy about it. Just last week, Goldman rolled out a new AI coder bot, and Solomon recently admitted that 95% of IPO work is now done by AI. That’s brutal if you’re gunning for a junior banking job… but beautiful if you’re an investor.  Why? I'm guessing they're not going to be extending those IPO savings to the client. Profit margin booster.


Here's the deal: GS is becoming a lean, hyper-efficient deal machine.AI cuts headcount. Raises productivity. Improves margins. And the timing couldn’t be better-because the IPO winter is starting to thaw. Companies have already raised 50% more than they did last year.


And when the floodgates open, Goldman will be ready with low costs, high capacity, and a dominant franchise.  


Now add in the macro tailwinds:


  • Lower capital requirements from a Trump-leaning regulatory reset

  • Eventual rate cuts (oh yes, they're coming!) = better trading and lending margins

  • And.... corporate tax cuts.


Sounds like a whole lot of things that will juice the bottom line.


Think of Goldman as an out-of-the-box stock for the next phase of AI - not just because they’re selling AI to investors, but because they’re using it. Ruthlessly. And the result could be a turbocharged earnings engine right when the market starts to reward efficiency, not just hype - yeah that's also the AI Inference phase I've been screaming about since NVDA was $50 lower (LEAPS Traders have enjoyed that massive trade).


📢In LEAPS Trader our Goldman Core position is up 75.49%.   Our LEAPS Explosion trade is up 73.73%.  How?  Because I recognized Goldman as an AI play.  Just not your typical AI play.  This is a new world - opportunity is all around, if you know where to look, and NOT look.


Speaking of... I'm opening up the LEAPS Trader Super Bundle for a few hours ahead of the LIVE LEAPS Trader super special show today at 1pm ET.  This is your chance to sign up, and then level up. Click the word SUPERBUNDLE here: SUPERBUNDLE


Hans


PS - Did you check out my SOXL update video?  A member is up 650% on a similar trade.


 
 
 

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