Episode Details

Wall Street has spent years chasing Nvidia, semiconductors, hyperscalers and the biggest names in artificial intelligence. But could the next phase of the AI investment boom be developing somewhere else entirely?

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with Drew Cupps, Portfolio Manager and Head of the 5Perspectives Growth Team at ⁠Polen Capital⁠, to examine the investment opportunities emerging behind the AI revolution.

Cupps argues that AI's enormous appetite for electricity is creating opportunities across small-cap industrials, power infrastructure and nuclear energy. As data centers demand reliable around-the-clock electricity, the companies supplying the physical infrastructure behind AI could become increasingly important beneficiaries of the buildout.

The conversation also looks beyond today's infrastructure boom. Cupps compares AI with the internet revolution of the 1990s, arguing that investors may eventually shift their attention from the companies supplying AI technology to the businesses that successfully apply AI across medicine, engineering, construction and other industries.

Todd and Drew also discuss the resurgence in small-cap growth stocks, why revenue growth and market-share gains matter in Drew's investment process, the impact of interest rates, and whether investors remain dangerously underallocated to smaller companies.

Plus, Drew explains why aerospace and space-related suppliers could offer another long-duration growth opportunity as commercial aviation backlogs and increasing rocket launches support demand.

Is the next great AI investment hiding beyond the mega-cap technology stocks everyone already owns? This episode of The Money Path goes further down the AI supply chain to find out.

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