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Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here
On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.
Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More
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By Drowsy InvestorOn this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.
Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More