"There's been a large divergence in the performance of companies seen as part of the OpenAI sphere versus the Alphabet sphere," Bleeker explains. "So when we look at a company like Oracle, they are highly associated with OpenAI. They're down 50.3%. Meanwhile, stocks that have been associated with Alphabet, such as Celestica, Lumentum and Broadcom really had a great start to the second half of 2025."
"You need to be able to look beyond what's in the media, and that often provides opportunity because it is non-consensus. You make your money by being non-consensus. As you know, we generally have been non-consensus with AI, and when the trend works, you see the benefits from it."
"Okay, Eric, this is the moment our listeners have been asking for. They want to hear the discussion of the final four AI trends that you had identified for 2026, and let's just jump right into the first one. This is our first back-to-back special episode drop here. No need for a special intro."
Twelve AI trends for 2026 include a key competition between OpenAI and Alphabet. OpenAI was the early AI leader, but Alphabet mounted a resurgence and now appears ahead in multiple dimensions. Market performance diverged sharply: Oracle, associated with OpenAI, fell about 50.3%, while Alphabet-linked stocks such as Celestica, Lumentum and Broadcom started the second half of 2025 strongly. Media coverage of OpenAI became notably negative around plans to raise tens of billions in capital. Much of Wall Street may have anticipated large capital raises, creating potential non-consensus investment opportunities for those who look beyond headlines.
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