Tyler Crowe

And now we're talking about, you know, the old companies like Dell that are just building like off products.

And we can name like 15 other suppliers where somewhere there's like a stop start going on here where somebody is doing awesome.

But then, you know, just because they didn't blow out earnings, they're going to have a 15 percent stock drop.

Yeah, and we'll be getting into that in a later segment, but the amount of money that needs to be raised this year to make those commitments to Broadcom and all their other suppliers is looking pretty hefty and could have some pretty profound impacts on the market in general beyond just those individual companies.

But we're going to hit that after the break.

But before that, we're going to actually take a pause from the AI discussion and just kind of look at some other sectors and some stocks that are really

changing the narrative of the sectors that they're in.

We'll hit that after the break.

was reading an investing newsletter a couple of days ago and there was a quote from the chief economist at apollo talking about diversification and the importance of it and this was kind of a of an interesting quote to me it was like factor investing tells investors not to be overexposed to just one factor and what he said was the new 60 40 is now the ai versus non-ai kind of thing and

For those who aren't familiar, 60-40 was kind of like the benchmark gold standard for individual investors, people probably not picking individual stocks.

You know, 60% of your money in stocks, 40% of your money in bonds.

Maybe you start changing that as you get older.

But it was kind of like the standard benchmark that most wealth advisors told you to do to get diversification in the market.

And, you know, as this quote is saying, it's now not just money.

the factor of bonds versus stocks, but it's also like how much diversification do you have away from AI?

So in the spirit of that, we wanted to dedicate a whole segment to basically sectors and parts of the market that just aren't AI and

Specifically, we've had a pretty bifurcated market so far.

We've had some industries doing extremely well, and others have been taking it a bit on the chin.

I think insurance, healthcare, biotech has done surprisingly not well, while energy, semiconductors, technologies absolutely fly.

So...