Dumb Money Live The Real AI Trade in 2026
39 snips
Jan 16, 2026 The podcast dives into the evolving AI trade landscape as it approaches 2026. Hosts ponder if the spotlight on infrastructure is fading and what the next big opportunity might be. They discuss lesser-known supply chains and a unique Japanese firm crucial for AI chip production. Insights on the importance of agentic AI and how AI's impact will soon reflect in company earnings spark excitement for future gains. Overall, the conversation highlights strategic thinking beyond conventional tech giants.
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AI's Real Payoff Will Be Productivity, Not Hype
- The visible AI trade has been infrastructure like chips and data centers, but the bigger payoff will come when AI converts into measurable productivity in earnings.
- The next real AI winners are companies that embed AI to deliver output, not just the headline chip names.
Doubling Down On Bloom Energy Paid Off
- Chris doubled down on Bloom Energy when it was cut in half during market fear and saw it rebound to $146 quickly.
- He used conviction to add options and later regretted not going even deeper.
Sticking To Thesis During TAC Weakness
- Chris described TransAlta's (TAC) recent drop as temporary due to warm weather and a delayed data-center deal.
- He kept his thesis intact and planned to double his TAC position after reassessing the causes.
