The Next AI Trade? Small Caps, Nuclear Power & the Infrastructure Behind the Boom

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. 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: [email protected] 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #TheMoneyPath #ArtificialIntelligence #AIInvesting #SmallCaps #SmallCapStocks #NuclearEnergy #NuclearPower #AIInfrastructure #DataCenters #Investing #StockMarket #WallStreet #GrowthStocks #Aerospace #SpaceEconomy #PolenCapital #DrewCupps #ToddSchoenberger #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.