This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Boom.

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Everyone is focused on chips. But the real AI growth story is in the infrastructure being built around them. Keith Kaplan, CEO of TradeSmith, breaks down the five chokepoints in the AI build-out — the places where demand has completely outrun supply — and the stocks positioned to win as trillions of dollars pour into building out the physical world that AI requires.

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Video Chapters
00:00 Introduction
02:00 What Are AI Chokepoints
05:30 How Much Growth Is Still Ahead
08:00 Stock 1
11:30 Stock 2
14:30 Stock 3
17:30 Stock 4
21:00 Stock 5

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