01/07/2026
AI headlines can feel overwhelming, but I see more opportunity than fear.
After years of watching innovation cycles come and go in the markets, what I’ve learned is that the biggest breakthroughs rarely arrive in a straight line. They come with excitement, volatility, and a lot of noise in between.
Why I’m optimistic about AI:
Adoption is accelerating as AI becomes part of everyday work and life, helping people write, research, analyze, and solve problems faster.
This cycle is being funded by highly profitable companies investing real dollars in data centers and compute, not just enthusiasm.
It’s an “infrastructure moment,” driving investment across chips, software, cybersecurity, and even power and grid upgrades to support growth.
There will be hype and market swings along the way, but I remain optimistic about an AI-enabled world that helps people work smarter, solve problems more efficiently, and create new opportunities.
And from an investing standpoint, our approach stays the same: stay diversified, stay focused on long-term goals, and avoid headline-driven decisions.
