Everyone on Wall Street is bearish on software. They think AI lets you vibe code your own CRM. Here's what they're missing: more software being built means MORE infrastructure demand—databases, observability, security, APIs. I break down the infrastructure layer thesis, explain where it sits in the AI stack, and share why I think this is the most underpriced opportunity in 2026.

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Today I discuss a recent interview where Elon Musk pushed back the timeline for Optimus. That was expected, but the goals have shifted and it opens the door for someone to leapfrog the robotics industry like the iPhone and ChatGPT did.

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Welcome to the Equity Empire podcast! Today I discuss the Trump tariffs. Many nations responded, but China digs in. What this means for the global markets and US stock investors.

Semiconductor stocks have been falling all year, despite the fact that AI demand seems like it's off the charts. Today Colin and John talk about the state of the AI and semiconductor trade in 2025.

Welcome to the Equity Empire podcast! Today we discuss China's advancements in AI. How Apple is going to use domestic Chinese AI software on its phones. Smart factories already operating in the country. What this means for America.

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