Amit Kukreja

Amit Kukreja, an AI investing expert and creator of AmitX, discusses the evolving landscape of AI markets. He argues that 2026 will mark a pivotal phase, shifting investor focus from mega-caps to smaller, thematic companies. Amit outlines a framework for identifying promising investments, emphasizing the importance of strong management and scalable opportunities. He also critiques Meta's AI strategies and shares insights on the burgeoning fields of robotics and energy, suggesting that growth will come from unconventional sources.