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The Real AI Trade in 2026

Dumb Money Live

Release Date: 01/16/2026

Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet show art Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet

Dumb Money Live

Today on Dumb Money, the company that quietly dominated the holidays.

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The Real AI Trade in 2026 show art The Real AI Trade in 2026

Dumb Money Live

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.

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The AI Stock Nobody Understands show art The AI Stock Nobody Understands

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AI isn’t running out of GPUs… it’s running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.

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The Biggest Risk After Nvidia Earnings show art The Biggest Risk After Nvidia Earnings

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Today on Dumb Money, our trade setup after $NVDA earnings.

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Take profits or double down? show art Take profits or double down?

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Today on Dumb Money, we’re making moves in anticipation of the upcoming big tech earnings reports. After the market closes on Wednesday, Microsoft, Alphabet, and Meta will release their earnings reports. Then on Thursday, it's Apple and Amazon's turn.

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The Soft Revolution: Inside 1X's Surprising Breakthrough in Humanoid Robots show art The Soft Revolution: Inside 1X's Surprising Breakthrough in Humanoid Robots

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Chris just got back from visiting four humanoid robot labs in California, including one that completely changed his mind. In this episode, the Dumb Money crew dives deep into 1X's unconventional tendon-driven design, why it could make robots finally safe enough for homes, and what Elon’s rumored obsession with Optimus means for Tesla’s next big leap. Plus, a rare-earth “arms race” is heating up… and Chris might have insider access to one of the biggest players.

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Undiscovered AI Trades show art Undiscovered AI Trades

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Today on Dumb Money, we’re buying the AI stocks Wall Street missed.

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First Impressions of the Sora app show art First Impressions of the Sora app

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Chris & Dave give their first impressions of OpenAI’s invite-only video generation app Sora and predict how this social platform will evolve.

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It’s Happening: Optimus 3 Changes Everything show art It’s Happening: Optimus 3 Changes Everything

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Tesla’s Optimus Gen 3 could be the company’s biggest bet yet — maybe even bigger than cars. Elon says the new design is “sublime,” but can it really deliver on the hype? Today we break down what we know, what’s rumor, and what it means for Tesla stock.

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The Perfect Trade show art The Perfect Trade

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Today on Dumb Money, how the Wizard of Oz at the Sphere Las Vegas changes everything for $SPHR stock.

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More Episodes

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.