Yesterday I tried to play a little game of I can’t tell the difference with the AI investment strategist project I created in Chat GPT and it didn’t go well. It was telling me how different Nike, Disney, and McDonalds were from Coke where I just don’t see the difference. Each one is the biggest business in its industry, all are iconic American brands, and all are profitable. Yet one stock keeps climbing higher and higher and the other three are near lows.
The AI goes so far to talk about Nike like it is some broken business in shambles. It is wild. People talk about the AI trying to please people too much and for me it feels like it is trying to protect people too much.
Either way I bought Nike stock a bit ago and a Disney Call yesterday because I believe I am right and that the AI is wrong. That eventually the iconic and socially embedded nature of the other stocks will start being treated like Coke.
There is only one Coke but there is also only one Disney, Nike, and McDonalds. Each one is iconic and wildly successful for different reasons. All have made mistakes and had stumbles, but none of them are going anywhere any time soon.
In another game of spot the difference I went to see the new Spider-Man movie and I can’t tell the difference between a Marvel movie that makes a billion and one that is considered a flop. I really couldn’t tell you why Spider-Man is making so much money and a movie like the Marvels failed. I can’t. I have no clue.
I am not saying I didn’t enjoy the movie. I just don’t know what is so different in the formula that one is praised and the other drops off the face of the planet. They are both comic book movies with similar beats and everything.
Spider-Man is Spider-Man and this movie has some of the classic team ups and super hero v. super hero fights with Punisher and Hulk. All we need is Ghost Rider and we can have that New Fantastic Four run that was so great on the silver screen.
Maybe it is that simple. People will show up for Spider-Man and Batman and no one else. Which once again brings me back to Disney, McDonalds, and Nike trading near, in some cases, decade’s lows.
David Huzzard Writes 