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By Rodrigo Santos Andrade
Forget the AI hype. Buy the infrastructure.
visibility comment0 event July 22, 2026 timer 12:00
"Demand for compute is far outstripping the supply that any company can provide." -Willy Lee,
The biggest AI opportunity may no longer be the companies building the models.
In this episode of Trader Talk, Kenny Polcari is joined by Kevin Mahn, CIO of Hennion & Walsh, and Willy Lee, Principal at NeoSeller Capital, to discuss why investors should focus on AI infrastructure instead of chasing the biggest technology stocks.
They also break down the Federal Reserve under Kevin Warsh, earnings season, the outlook for interest rates, geopolitical risks, healthcare opportunities and where they expect markets to finish the year.
Timestamps
00:00 Kevin Warsh’s changes at the Fed
04:09 Why rates may stay unchanged
07:19 AI earnings season begins
08:00 Why AI infrastructure matters
10:00 OpenAI, Apple and AI competition
14:19 Rotation vs. liquidation
15:44 Is AI really a bubble?
17:37 Geopolitics and oil
20:01 Second-half market outlook
#AI #Nvidia #Investing #Stocks #ArtificialIntelligence #TraderTalk #KennyPolcari #YahooFinance
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