Emily Flippen

specialists, high bandwidth memory providers, and cutting edge data storage designers.

That is also a mouthful, but I think that's a really fairly unique perspective.

And I kind of want you to translate that into something specific for me.

Are these businesses or stocks that fit that description without those, or are those just like AI vaporware?

I think that's a wonderfully measured approach.

I love the fact that you mentioned the risk associated with a lot of these names.

Interesting companies across the different value proposition of AI.

The last question I want to pose to you, Asit, before we sign off here is around that risk.

When you're building your own AI investing framework, do you have any rules, things like position sizing, time horizon, milestones, anything like that?

I love that.

It's a bit of curiosity, but also the all-important patience for investors.

I know after our conversation today, it's clear to me that investors still have an appetite for AI.

I hope that's clear to everybody.

But they're also naming a lot of really key risks that are worth considering when managing investments and portfolios, both for 2026 as well as, obviously, the many years ahead of us, of which I hope everybody is staying invested for.

As a reminder, anybody who wants to read more can always access The Motley Fool's 2026 AI Investor Outlook Reports at fool.com backslash research backslash AI dash investor dash outlook.

Again, don't have to memorize that.

That link will be in the show notes.

Donata and Asit, thank you both so much for joining today.

As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear.

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