Emily Flippen

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,

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.