Oct 30, 2026 · 59 min · 14 segments
October 30, 2026 - What if AI changes the world—and the stocks you bought to profit from it still struggle? As technology stocks sell off, Zach Abraham and Chase Taylor separate two questions…
Zach AbrahamHostChase TaylorHost
You know, what's funny though, is this is precisely why I think both of us, the approach is like, how do we play it in the portfolio? You know, heads in the right tail.
If not, and you don't want to be too short-sighted, right? Like, I mean, if something's going to, you know, triple in three years, I don't want to risk missing out on that move for a short-term 15 to 20% pullback.
But, you know, the tough thing about these, when you're talking about companies trading at 30, 40, 50, 60 times sales, You know, I mean, right? Let's say they get re-rated trading at 15 to 20 times.
You know what I mean? And 15 to 20 times, sales ain't exactly piker numbers either.
One, is AI going to be all right? And two, if it is all right, does that mean the AI infrastructure stuff will be okay price-wise? And you could have AI be fine and the AI infrastructure stuff not go back and make a new high, struggle to go up much.
Yeah, no, I mean, I, I, it really is kind of like, um, multiple trades built into one, certainly different, different aspects of the trades, right? Like you and I were talking this morning, um, I got a message from a buddy of mine that's really plugged into this space on a pretty big level.
You know, what's funny though, is this is precisely why I think both of us, the approach is like, how do we play it in the portfolio? You know, heads in the right tail.
If not, and you don't want to be too short-sighted, right? Like, I mean, if something's going to, you know, triple in three years, I don't want to risk missing out on that move for a short-term 15 to 20% pullback.
But, you know, the tough thing about these, when you're talking about companies trading at 30, 40, 50, 60 times sales, You know, I mean, right? Let's say they get re-rated trading at 15 to 20 times.
You know what I mean? And 15 to 20 times, sales ain't exactly piker numbers either.
One, is AI going to be all right? And two, if it is all right, does that mean the AI infrastructure stuff will be okay price-wise? And you could have AI be fine and the AI infrastructure stuff not go back and make a new high, struggle to go up much.
Yeah, no, I mean, I, I, it really is kind of like, um, multiple trades built into one, certainly different, different aspects of the trades, right? Like you and I were talking this morning, um, I got a message from a buddy of mine that's really plugged into this space on a pretty big level.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.