The Real AI Trade in 2026

The Dumb Money trio explores potential AI investment opportunities beyond mainstream tech, questioning if the initial AI trade boom has passed. Chris highlights Bloom Energy, doubling down despite market jitters, while considering TransAlta Corp (TAC), affected by warm Canadian winter and delayed AI deals. The team then discusses Netobo, a Japanese company with near-monopoly on specialized glass for AI chips, though its ADR is viewed skeptically. They analyze Anthropic's Claude 4.5 Opus and Claude Cowork, seeing Amazon as a key beneficiary due to its AWS partnership. The discussion emphasizes balancing mainstream AI investments with more obscure material suppliers for diversified gains.