Asit Sharma

FOMO can do this to us.

It can push us to corners that are speculative in the investment world that work against our interests as long-term investors.

But if you want to scratch that itch, I think AI has become a great leveler

FOMO used to be accompanied by a big blind spot, which is like, hey, everyone's buying it, but I don't understand it.

I don't know what's going on, but I feel like I got to get in.

Just spending some time with a good AI model to break down the question you have about a certain rare earth mineral demand.

What could go wrong if you invest in that trend?

is so much better than previous FOMO cycles we've had, where you just couldn't understand what was going on, but you felt the compulsion to participate.

And it's ironic, I just finished an interview with a company whose business model is based on exploiting their license for a rare earth material from the U.S.

Navy.

But to Jason's point, they did

are doing something more than the sum of the parts with that.

If there's a strategic bent, if the company has another way to make money rather than a binary proposition where they've got to make it on this one rare earth or not, I prefer those.

the clear picture is there, the holistic picture is there, there's another reason to invest.

By the way, I hope we will get that interview up on Motley Fool Money soon on a Sunday.

At the end of the day, what you're trying to do is to choose from among many different investment opportunities, the FOMO

geopolitical-driven opportunities should just be one that you look at, in addition to restaurant tech, some other trends, the operating layers of today's investment world.

Emily, I think it reflects a societal learning curve.

I'd argue that most people and most investors are much more knowledgeable about the components of AI, machine learning, and generative AI versus a few years ago.

I guess that's obvious.