PLD's expansion into AI data centers and energy creates long-term upside; the stock is currently undervalued relative to its potential.

Now, moving to the Patreon platform, I asked members which of the ten new additions to the Community Wallet we should buy more of, and here Prologis won ahead of Broadcom and Oracle, which tied for second place.

I really like the company "Prologis" (PLD). They are pioneers in logistics and industrial warehousing, and I just recently made a dedicated video about them, in which I talked about how they are now expanding into AI data centers and even powering them.

They are also becoming a bigger player in the energy sector . I mean, it's amazing how successful they've been in diversifying their own businesses. I think this is exceptional.

I think the management is doing an incredible job there. So, I really like to see everything they do, and I think it all adds a lot of upside potential to this name in the long run.

Everything they are doing , and the areas they are expanding into, I believe could turn into powerful drivers for the stock to rise much higher than it is today. Therefore , I feel that it has not yet received the attention it deserves .

Their biggest customer is Amazon. There is a lot I like about them . Anyway, you voted in favor , we bought more of it,

Speaking of which, here are the details of all the purchases during the past month, with Prologis and Vesi Properties leading the way with new purchases of $25 each. Prologis, of course, was the winner of the survey and pays great dividends,

And again, the very clear area where I see the biggest opportunity of all is in this tempting group of real estate investment trusts, including Prologis and Alexandria, down 3% each, Realty down 4%, Extra Space Storage down 6%, Healthcare Realty down 9%, American Tower down 12%, and Vesi Properties down 20%.

I still ca n't believe how low Vesi has fallen, but again, all of these stocks have been under considerable pressure due to the interest rate environment. However , its properties are essential.

It will not disappear. It cannot be disabled by artificial intelligence. In fact, some of them may benefit from artificial intelligence. But we are talking about essential communications towers, fiber optic lines, huge industrial warehouses, first-class casinos and resorts , life science laboratories , and storage facilities.

These are all very basic things for everything in the world. And you have some of the best and most flexible occupancy rates in the market with these assets. You have huge dividend payouts and cheap valuations.

I mean, if these aren't buying opportunities, I don't know what is to be bought in this market. There will be no value in the market if you do not see value in these stocks. So, that's my opinion, and yes, these are a lot of the names I'll be focusing on heavily during October and the rest of the year.