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3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead

3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead

AI

PODCAST

M

Milk Man

JUN 23, 2026

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For two years, investors have piled into AI infrastructure: chips, memory, data centers, energy. But what if the next wave of AI winners looks completely different? Kyle Reidhead breaks down the 3 stocks he's buying right now, why he's rotating away from some of the most crowded AI trades, and where he thinks the biggest opportunities could emerge next. The first chapter of the AI trade made a lot of people rich. The second chapter might have completely different heroes.

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Kyle Reidhead

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