Emily Flippen

We can circle back and have this conversation about the cost of models then.

I think the fundamentals and the impact that it has on a lot of the companies that are, say, building data centers or using the compute will look fundamentally different.

Donato, before we move on though, I do want to also ask how we can apply your technical expertise to an investing framework for our listeners.

You've helped lead the charge with AI changes here at The Fool.

If an investor is looking to evaluate the investments and performance of other companies as it relates to their AI ambitions and capital expenditures, what do you think they should be looking for?

I hope everybody listening does have that long-term mindset.

What I love about your response, Sonato, is it's so incredibly measured.

You're the head of AI here at The Fool, and it's easy for people to say, well, we're in a bubble.

Anybody who operates in the space of AI is probably over-enthused, over-investing, over-indexing, over-hyping.

But the reality is that the way that you speak about what you look for in an AI investment is hopefully exactly the same thing that our listeners look for.

It's something practical and purposeful.

to your last point there, maybe something that looks a little boring.

Don't be afraid of adding boring to your portfolio.

Asit, not to put you on the spot, but I think you might have some maybe boring, we'll see, stock ideas and proof points ahead for what businesses may perform well in AI in the year ahead.

Up next, we're going to be passing that mic to Asit to evaluate these investment opportunities as well as some risk management strategies for portfolios.

Stick with us.

Welcome back to Motley Fool Money.

As we wrap up today's show, centered around our AI investing outlook for 2026 report, I want to pull Asit into the conversation to get a better sense of specific opportunities and some risk management strategies.

Asit, you made a really specific point in the report that I want to mention because it highlights something unique other than like the same big tech names that everybody already knows.

You said, and I quote, for the biggest opportunities, look to smaller semiconductor and data center ecosystem players, such as Data Interconnect Specialist,