50 Ways to Invest in the AI Revolution - Part 1

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas.

Tickers discussed:
Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TO
Hyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOU
Pure-play AI software/models: PLTR, SOUN, ZXLK.TO
Enterprise software with AI: ADBE, CRM, ORCL, SAP, NOW
Data-center REITs: EQIX, DLR

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