Ryan Payne has on Adam Johnson, who explores the expanding landscape of artificial intelligence and its impact on modern market dynamics. He argues that while algorithmic trading often suppresses immediate stock reactions to strong earnings, the underlying value of AI leaders remains high because their growth rates far outpace their current valuations. Beyond high-profile chipmakers, the discussion emphasizes a broad infrastructure trade encompassing data centers, specialized cooling systems, and power generation, which creates significant opportunities in the physical components of the digital revolution.

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