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How I would invest $10,000 #investing #investment #investsmart #investor #investingtips #software

19 Mar 2026 · 1:15 · Watch on YouTube

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f I had $10,000 to invest right now, I’d personally be looking overseas.

No offence to Australia, but we’re incredible at exporting raw materials. Other countries then turn those materials into high margin products. That’s where a lot of the value creation happens.

Right now we’re in the middle of the AI boom.

At the top, you’ve got software companies using AI to build tools and platforms. But beneath that, you’ve got the “picks and shovels” businesses. The infrastructure layer.

The chip manufacturers.
The hardware suppliers.
The businesses that every other AI company relies on.

Software can be disrupted. It can be replicated. There’s a lot of displacement risk there.

But building semiconductor manufacturing facilities costs billions of dollars. It’s not easy to replicate. The barrier to entry is huge.

So I’d be thinking about investing in the businesses that everyone else depends on, not just the flashy end product.

General advice only.
Amy Lehmann is an Authorised Representative (No. 1292710) of Consortium Private Wealth Pty Ltd (AFS Licence 495401).
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

The information provided in this article is general in nature only and does not constitute personal financial advice.