My Investing Plan For The Next 5 Years

In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.0:00 AI winners, losers, and the investing roadmap2:21 Phase 1: The AI scarcity boom5:31 Why today’s AI winners may not stay winners7:00 ASML, Nvidia, and durable supply-chain advantages9:04 The danger of assuming cyclicals are no longer cyclical11:13 Phase 3: Hyperscalers take control16:09 Software stocks: AI disruption or rerating opportunity?20:06 How I’m positioning my portfolio23:13 Ferrari’s EV and the risk to the brand27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption