Tom Gardner: 2 Areas to Buy — Data Centers & AI Biotech скачать в хорошем качестве

Tom Gardner: 2 Areas to Buy — Data Centers & AI Biotech

Tom Gardner explains why investors should reduce concentration and prepare for regulatory pressure on big tech. He outlines two selective AI opportunities and a disciplined portfolio framework for the next 3–5+ years. Volatility is structural; test each position by asking whether a 40% permanent loss would be ruinous and resize accordingly. The Motley Fool framework: roughly 25+ stocks, a 5+ year average holding period, and cash reserves (hidden‑gems approach suggests ~10% cash). Expect increased federal scrutiny of large tech around data, energy (data centers), and privacy — this can pressure margins and favor diversification. Opportunity theme 1: data‑center infrastructure and service providers that build/maintain mission‑critical compute capacity for AI. Opportunity theme 2: AI‑enabled biotech (example discussed: Moderna); verify company names, tickers, and fundamentals before acting. ------------------------------------------------------------------------ This video is brought to you by The Motley Fool. Visit https://fool.com/Invest to get access to this special offer. The Motley Fool Stock Advisor returns are 932% as of 2/4/2026 and measured against the S&P 500 returns of 197% as of 2/4/2026. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. ------------------------------------------------------------------------