Investing Stakes: The AI Stock Nobody Talks About (But Everyone Depends On)
About this episode
The episode discusses the investment potential of Corning as an alternative to Alphabet in the context of AI infrastructure.
Every month, Ed and Chris put real money into their own strategies, run them live on Stratiphy and compare results with an expert on hand to explain the damage. If you want to explore Stratiphy or build your own rules-based portfolio, you can use our referral link: 🔗 https://www.stratiphy.io/referrals?code=INVESTINGSTAKES Disclosure : This is a referral link. We may receive a benefit if you sign up using it. This episode: Alphabet is in everyone's portfolio, but is there a smarter way to back the same story? Enter Corning — the 1851 glassmaker quietly building the fibre optics that AI data centres can't run without. Plus, Ed's portfolio flashes its first sell signal, and the gap between the two strategies starts to open up. Picks and shovels, bubble talk, and a lesson in why one day's performance tells you nothing. ⏱️ Chapters 00:00 Intro 00:48 Stratify update: concentration limits and rebalancing 02:42 Why Alphabet is in every portfolio — except Chris T's 03:57 The tech-sceptic case: waiting for the correction 06:01 Is Alphabet diversified enough to survive? 08:15 The fundamental view: valuations, CapEx and the cloud backlog 11:53 Corning: the picks-and-shovels alternative…
People in this episode
Hosts: Ed, Chris
Topics covered
- investing
- AI
- stock market
- portfolio management
- technology
Keywords
- investing
- AI stock
- Corning
- Alphabet
- portfolio
- fibre optics
- technology
Sponsors
Stratiphy
Mentioned in this episode
Organizations: Alphabet, Corning, Stratiphy
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